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Atomi Financial Group’s Travelers Companies TRV Stock Holding History

Atomi Financial Group’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 		$1.51M Buy
4,564
+463
+11% +$140K 0.04% 351
2026
Q1 		$1.2M Sell
4,101
-196
-5% -$57.4K 0.04% 377
2025
Q4 		$1.25M Buy
4,297
+273
+7% +$76.8K 0.04% 346
2025
Q3 		$1.12M Buy
4,024
+628
+18% +$168K 0.04% 338
2025
Q2 		$908K Buy
3,396
+200
+6% +$52.7K 0.03% 370
2025
Q1 		$845K Buy
3,196
+411
+15% +$102K 0.04% 357
2024
Q4 		$671K Buy
2,785
+343
+14% +$85.6K 0.03% 369
2024
Q3 		$572K Buy
2,442
+495
+25% +$109K 0.04% 404
2024
Q2 		$396K Buy
1,947
+42
+2% +$9.03K 0.03% 463
2024
Q1 		$438K Buy
1,905
+325
+21% +$69.4K 0.04% 387
2023
Q4 		$301K Buy
+1,580
New +$274K 0.04% 412

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

Atomi Financial Group's TRV Position: Q2 2026 in Review

Atomi Financial Group increased its Travelers Companies (TRV) stake by 11% in Q2 2026, buying an estimated $140K and bringing the position to 4,564 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #351.

Atomi Financial Group first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Atomi Financial Group held 4,564 shares of Travelers Companies worth $1.51M as of Q2 2026.
  • Atomi Financial Group bought 463 Travelers Companies shares in Q2 2026, an estimated $140K.
  • Travelers Companies made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #351 holding.
  • Atomi Financial Group first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.