Aries Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $877K | Hold |
2,658
| – | – | 0.17% | 109 |
|
|
2026
Q1 | $775K | Hold |
2,658
| – | – | 0.17% | 110 |
|
|
2025
Q4 | $771K | Hold |
2,658
| – | – | 0.17% | 112 |
|
|
2025
Q3 | $742K | Hold |
2,658
| – | – | 0.18% | 110 |
|
|
2025
Q2 | $711K | Sell |
2,658
-960
| -27% | -$253K | 0.19% | 110 |
|
|
2025
Q1 | $957K | Buy |
3,618
+4
| +0.1% | +$997 | 0.26% | 88 |
|
|
2024
Q4 | $871K | Buy |
3,614
+956
| +36% | +$239K | 0.24% | 97 |
|
|
2024
Q3 | $622K | Sell |
2,658
-204
| -7% | -$45K | 0.17% | 119 |
|
|
2024
Q2 | $582K | Buy |
2,862
+4
| +0.1% | +$860 | 0.18% | 111 |
|
|
2024
Q1 | $658K | Hold |
2,858
| – | – | 0.21% | 103 |
|
|
2023
Q4 | $544K | Sell |
2,858
-7
| -0.2% | -$1.21K | 0.19% | 113 |
|
|
2023
Q3 | $480K | Buy |
2,865
+7
| +0.2% | +$1.17K | 0.19% | 120 |
|
|
2023
Q2 | $496K | Hold |
2,858
| – | – | 0.19% | 117 |
|
|
2023
Q1 | $490K | Hold |
2,858
| – | – | 0.2% | 116 |
|
|
2022
Q4 | $536K | Hold |
2,858
| – | – | 0.23% | 105 |
|
|
2022
Q3 | $527K | Sell |
2,858
-61
| -2% | -$9.92K | 0.23% | 101 |
|
|
2022
Q2 | $494K | Buy |
+2,919
| New | +$507K | 0.22% | 100 |
|
|
2022
Q1 | – | Sell |
-2,919
| Closed | -$457K | – | 208 |
|
|
2021
Q4 | $457K | Hold |
2,919
| – | – | 0.17% | 118 |
|
|
2021
Q3 | $444K | Sell |
2,919
-31
| -1% | -$4.8K | 0.19% | 109 |
|
|
2021
Q2 | $442K | Hold |
2,950
| – | – | 0.19% | 109 |
|
|
2021
Q1 | $459K | Sell |
2,950
-110
| -4% | -$16.2K | 0.21% | 102 |
|
|
2020
Q4 | $427K | Hold |
3,060
| – | – | 0.21% | 100 |
|
|
2020
Q3 | $331K | Hold |
3,060
| – | – | 0.19% | 106 |
|
|
2020
Q2 | $349K | Sell |
3,060
-81
| -3% | -$8.54K | 0.21% | 98 |
|
|
2020
Q1 | $305K | Hold |
3,141
| – | – | 0.23% | 92 |
|
|
2019
Q4 | $431K | Hold |
3,141
| – | – | 0.26% | 92 |
|
|
2019
Q3 | $448K | Sell |
3,141
-211
| -6% | -$31.4K | 0.3% | 84 |
|
|
2019
Q2 | $517K | Buy |
3,352
+21
| +0.6% | +$3.03K | 0.36% | 75 |
|
|
2019
Q1 | $457K | Buy |
3,331
+60
| +2% | +$7.68K | 0.34% | 76 |
|
|
2018
Q4 | $392K | Hold |
3,271
| – | – | 0.42% | 66 |
|
|
2018
Q3 | $424K | Sell |
3,271
-100
| -3% | -$12.9K | 0.38% | 70 |
|
|
2018
Q2 | $439K | Hold |
3,371
| – | – | 0.41% | 69 |
|
|
2018
Q1 | $465K | Hold |
3,371
| – | – | 0.45% | 68 |
|
|
2017
Q4 | $465K | Buy |
+3,371
| New | +$445K | 0.43% | 70 |
|
Other funds holding TRV
Aries Wealth Management's TRV Position: Q2 2026 in Review
Aries Wealth Management held its Travelers Companies (TRV) position steady in Q2 2026 at 2,658 shares worth $877K. The position accounts for 0.17% of the portfolio, ranked #109.
Aries Wealth Management first reported a position in TRV in Q4 2017 and has held it in 34 quarters since. The position peaked at $957K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Aries Wealth Management held 2,658 shares of Travelers Companies worth $877K as of Q2 2026.
- Aries Wealth Management left its Travelers Companies share count unchanged in Q2 2026.
- Travelers Companies made up 0.17% of Aries Wealth Management's portfolio in Q2 2026, its #109 holding.
- Aries Wealth Management first reported a position in Travelers Companies in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's Travelers Companies position peaked at $957K in Q1 2025.
- 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.