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Advyzon Investment Management’s Travelers Companies TRV Stock Holding History

Advyzon Investment Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Sell
1,710
-681
-28% -$206K 0.04% 430
2026
Q1 		$698K Buy
2,391
+1,571
+192% +$460K 0.06% 300
2025
Q4 		$238K Buy
820
+67
+9% +$18.9K 0.03% 508
2025
Q3 		$210K Buy
753
+1
+0.1% +$268 0.04% 438
2025
Q2 		$201K Buy
+752
New +$198K 0.04% 374

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advyzon Investment Management's TRV Position: Q2 2026 in Review

Advyzon Investment Management reduced its Travelers Companies (TRV) stake by 28% in Q2 2026, selling an estimated $206K and leaving 1,710 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #430.

Advyzon Investment Management first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. The position peaked at $698K in Q1 2026. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Advyzon Investment Management held 1,710 shares of Travelers Companies worth $565K as of Q2 2026.
  • Advyzon Investment Management sold 681 Travelers Companies shares in Q2 2026, an estimated $206K.
  • Travelers Companies made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #430 holding.
  • Advyzon Investment Management first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's Travelers Companies position peaked at $698K in Q1 2026.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.