BWP
TRV icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balboa Wealth Partners's TRV Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Travelers Companies (TRV) stake by 36% in Q1 2026, selling an estimated $152K and leaving 923 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #327.

Balboa Wealth Partners first reported a position in TRV in Q2 2025 and has held it in 4 quarters since. The position peaked at $448K in Q3 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Balboa Wealth Partners held 923 shares of Travelers Companies worth $269K as of Q1 2026.
  • Balboa Wealth Partners sold 519 Travelers Companies shares in Q1 2026, an estimated $152K.
  • Travelers Companies made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #327 holding.
  • Balboa Wealth Partners first reported a position in Travelers Companies in Q2 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Travelers Companies position peaked at $448K in Q3 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.