BFS
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Bare Financial Services’s Travelers Companies TRV Stock Holding History

Bare Financial Services’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 		$15.2K Buy
46
+17
+59% +$5.15K ﹤0.01% 401
2026
Q1 		$8.46K Buy
29
+9
+45% +$2.64K ﹤0.01% 433
2025
Q4 		$5.8K Sell
20
-2
-9% -$563 ﹤0.01% 481
2025
Q3 		$6.14K Buy
22
+5
+29% +$1.34K ﹤0.01% 439
2025
Q2 		$4.55K Buy
17
+16
+1,600% +$4.22K ﹤0.01% 545
2025
Q1 		$264 Buy
+1
New +$249 ﹤0.01% 927

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

Bare Financial Services's TRV Position: Q2 2026 in Review

Bare Financial Services increased its Travelers Companies (TRV) stake by 59% in Q2 2026, buying an estimated $5.15K and bringing the position to 46 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Bare Financial Services first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Bare Financial Services held 46 shares of Travelers Companies worth $15.2K as of Q2 2026.
  • Bare Financial Services bought 17 Travelers Companies shares in Q2 2026, an estimated $5.15K.
  • Travelers Companies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #401 holding.
  • Bare Financial Services first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.