APW
TRV icon

Allied Private Wealth’s Travelers Companies TRV Stock Holding History

Allied Private Wealth’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 		$40.7K Buy
+120
New +$36.4K 0.03% 266

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Allied Private Wealth's TRV Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Travelers Companies (TRV) in Q2 2026: 120 shares worth $40.7K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings.

1,851 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Allied Private Wealth held 120 shares of Travelers Companies worth $40.7K as of Q2 2026.
  • Travelers Companies was a new Allied Private Wealth position in Q2 2026.
  • Travelers Companies made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #266 holding.
  • 1,851 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.