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Balboa Wealth Partners’s Travelers Companies TRV Stock Holding History

Balboa Wealth Partners’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 		$601K Buy
1,822
+899
+97% +$272K 0.08% 208
2026
Q1 		$269K Sell
923
-519
-36% -$152K 0.05% 327
2025
Q4 		$418K Sell
1,442
-161
-10% -$45.3K 0.07% 224
2025
Q3 		$448K Sell
1,603
-4
-0.2% -$1.07K 0.08% 202
2025
Q2 		$430K Buy
+1,607
New +$424K 0.09% 180

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

Balboa Wealth Partners's TRV Position: Q2 2026 in Review

Balboa Wealth Partners increased its Travelers Companies (TRV) stake by 97% in Q2 2026, buying an estimated $272K and bringing the position to 1,822 shares worth $601K. The position accounts for 0.08% of the portfolio, ranked #208.

Balboa Wealth Partners first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Balboa Wealth Partners held 1,822 shares of Travelers Companies worth $601K as of Q2 2026.
  • Balboa Wealth Partners bought 899 Travelers Companies shares in Q2 2026, an estimated $272K.
  • Travelers Companies made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • Balboa Wealth Partners first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.