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Auxano Advisors’s Travelers Companies TRV Stock Holding History

Auxano Advisors’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 		$253K Sell
765
-13
-2% -$3.94K 0.05% 173
2026
Q1 		$227K Buy
778
+2
+0.3% +$586 0.05% 186
2025
Q4 		$225K Hold
776
– – 0.04% 174
2025
Q3 		$217K Sell
776
-1
-0.1% -$268 0.05% 164
2025
Q2 		$208K Sell
777
-30
-4% -$7.91K 0.05% 159
2025
Q1 		$213K Buy
+807
New +$201K 0.06% 150

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

Auxano Advisors's TRV Position: Q2 2026 in Review

Auxano Advisors reduced its Travelers Companies (TRV) stake by 1.7% in Q2 2026, selling an estimated $3.94K and leaving 765 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #173.

Auxano Advisors first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Auxano Advisors held 765 shares of Travelers Companies worth $253K as of Q2 2026.
  • Auxano Advisors sold 13 Travelers Companies shares in Q2 2026, an estimated $3.94K.
  • Travelers Companies made up 0.05% of Auxano Advisors's portfolio in Q2 2026, its #173 holding.
  • Auxano Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.