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Atria Wealth Solutions’s Travelers Companies TRV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.77M Sell
14,116
-672
-5% -$177K 0.09% 263
2025
Q1 		$3.91M Sell
14,788
-2,467
-14% -$615K 0.05% 410
2024
Q4 		$4.16M Buy
17,255
+357
+2% +$89.1K 0.05% 406
2024
Q3 		$3.96M Sell
16,898
-1,220
-7% -$269K 0.04% 406
2024
Q2 		$3.68M Sell
18,118
-3,270
-15% -$703K 0.04% 418
2024
Q1 		$4.93M Buy
21,388
+3,502
+20% +$748K 0.06% 344
2023
Q4 		$3.41M Buy
17,886
+12,548
+235% +$2.17M 0.04% 420
2023
Q3 		$872K Buy
5,338
+1,073
+25% +$179K 0.01% 879
2023
Q2 		$741K Sell
4,265
-9,925
-70% -$1.75M 0.01% 980
2023
Q1 		$2.43M Buy
14,190
+190
+1% +$34.5K 0.04% 479
2022
Q4 		$2.62M Sell
14,000
-156
-1% -$28.1K 0.04% 422
2022
Q3 		$2.17M Sell
14,156
-704
-5% -$114K 0.04% 455
2022
Q2 		$2.51M Buy
14,860
+2,687
+22% +$467K 0.05% 379
2022
Q1 		$2.22M Buy
+12,173
New +$2.09M 0.04% 456

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Atria Wealth Solutions's TRV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Travelers Companies (TRV) stake by 4.5% in Q2 2025, selling an estimated $177K and leaving 14,116 shares worth $3.77M. The position accounts for 0.09% of the portfolio, ranked #263.

Atria Wealth Solutions first reported a position in TRV in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.93M in Q1 2024. 1,634 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Atria Wealth Solutions held 14,116 shares of Travelers Companies worth $3.77M as of Q2 2025.
  • Atria Wealth Solutions sold 672 Travelers Companies shares in Q2 2025, an estimated $177K.
  • Travelers Companies made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #263 holding.
  • Atria Wealth Solutions first reported a position in Travelers Companies in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Travelers Companies position peaked at $4.93M in Q1 2024.
  • 1,634 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.