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B. Riley Wealth Advisors’s Travelers Companies TRV Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-1,044
Closed -$276K – 1359
2025
Q1 		$276K Buy
+1,044
New +$260K 0.01% 1012

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

B. Riley Wealth Advisors's TRV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Travelers Companies (TRV) stake by 4.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,586 shares worth $858K. The position accounts for 0.05% of the portfolio, ranked #337.

B. Riley Wealth Advisors first reported a position in TRV in Q4 2013 and has held it in 36 quarters since. The position peaked at $2.61M in Q4 2014. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • B. Riley Wealth Advisors held 2,586 shares of Travelers Companies worth $858K as of Q2 2026.
  • B. Riley Wealth Advisors bought 112 Travelers Companies shares in Q2 2026, an estimated $33.9K.
  • Travelers Companies made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #337 holding.
  • B. Riley Wealth Advisors first reported a position in Travelers Companies in Q4 2013 and has held it in 36 quarters since.
  • B. Riley Wealth Advisors's Travelers Companies position peaked at $2.61M in Q4 2014.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.