Ares Financial Consulting
TRV icon

Ares Financial Consulting’s Travelers Companies TRV Stock Holding History

Ares Financial Consulting’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
Q3 		$129K Buy
361
+7
+2% +$2.56K 0.09% 119
2026
Q2 		$117K Buy
354
+9
+3% +$2.73K 0.08% 135
2026
Q1 		$100K Buy
345
+150
+77% +$43.9K 0.08% 135
2025
Q4 		$56.5K Buy
+195
New +$54.9K 0.05% 150

Other funds holding TRV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Ares Financial Consulting's TRV Position: Q3 2026 in Review

Ares Financial Consulting increased its Travelers Companies (TRV) stake by 2% in Q3 2026, buying an estimated $2.56K and bringing the position to 361 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #119.

Ares Financial Consulting first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Ares Financial Consulting held 361 shares of Travelers Companies worth $129K as of Q3 2026.
  • Ares Financial Consulting bought 7 Travelers Companies shares in Q3 2026, an estimated $2.56K.
  • Travelers Companies made up 0.09% of Ares Financial Consulting's portfolio in Q3 2026, its #119 holding.
  • Ares Financial Consulting first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.