All Terrain Financial Advisors’s Travelers Companies TRV Stock Holding History

All Terrain Financial Advisors’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 Q1	$436K	Hold	1,495	–	–	0.1%	89
2025 Q4	$434K	Hold	1,495	–	–	0.1%	86
2025 Q3	$417K	Hold	1,495	–	–	0.1%	87
2025 Q2	$400K	Hold	1,495	–	–	0.11%	74
2025 Q1	$395K	Hold	1,495	–	–	0.12%	66
2024 Q4	$360K	Hold	1,495	–	–	0.12%	58
2024 Q3	$350K	Hold	1,495	–	–	0.13%	65
2024 Q2	$304K	Hold	1,495	–	–	0.12%	68
2024 Q1	$344K	Hold	1,495	–	–	0.14%	67
2023 Q4	$285K	Hold	1,495	–	–	0.11%	71
2023 Q3	$244K	Hold	1,495	–	–	0.1%	73
2023 Q2	$260K	Hold	1,495	–	–	0.1%	71
2023 Q1	$256K	Hold	1,495	–	–	0.11%	70
2022 Q4	$280K	Hold	1,495	–	–	0.12%	70
2022 Q3	$229K	Hold	1,495	–	–	0.1%	69
2022 Q2	$253K	Hold	1,495	–	–	0.11%	66
2022 Q1	$273K	Hold	1,495	–	–	0.11%	71
2021 Q4	$234K	Hold	1,495	–	–	0.1%	74
2021 Q3	$227K	Hold	1,495	–	–	0.1%	73
2021 Q2	$224K	Hold	1,495	–	–	0.1%	81
2021 Q1	$225K	Hold	1,495	–	–	0.1%	72
2020 Q4	$210K	Buy	+1,495	New	+$192K	0.08%	77
2020 Q1	–	Sell	-2,670	Closed	-$366K	–	225
2019 Q4	$366K	Hold	2,670	–	–	0.12%	97
2019 Q3	$397K	Hold	2,670	–	–	0.13%	94
2019 Q2	$399K	Hold	2,670	–	–	0.14%	90
2019 Q1	$366K	Hold	2,670	–	–	0.13%	102
2018 Q4	$320K	Hold	2,670	–	–	0.13%	98
2018 Q3	$346K	Sell	2,670 -18	-0.7%	-$2.32K	0.14%	111
2018 Q2	$329K	Hold	2,688	–	–	0.15%	106
2018 Q1	$373K	Hold	2,688	–	–	0.17%	99
2017 Q4	$365K	Buy	+2,688	New	+$355K	0.17%	97

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

All Terrain Financial Advisors's TRV Position: Q1 2026 in Review

All Terrain Financial Advisors held its Travelers Companies (TRV) position steady in Q1 2026 at 1,495 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #89.

All Terrain Financial Advisors first reported a position in TRV in Q4 2017 and has held it in 31 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

All Terrain Financial Advisors held 1,495 shares of Travelers Companies worth $436K as of Q1 2026.
All Terrain Financial Advisors left its Travelers Companies share count unchanged in Q1 2026.
Travelers Companies made up 0.1% of All Terrain Financial Advisors's portfolio in Q1 2026, its #89 holding.
All Terrain Financial Advisors first reported a position in Travelers Companies in Q4 2017 and has held it in 31 quarters since.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.