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Basecamp Wealth Advisors’s Travelers Companies TRV Stock Holding History

Basecamp 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
2026
Q2 		$271K Hold
821
– – 0.05% 211
2026
Q1 		$239K Buy
821
+27
+3% +$7.91K 0.05% 221
2025
Q4 		$230K Buy
+794
New +$223K 0.05% 217

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

Basecamp Wealth Advisors's TRV Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 821 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #211.

Basecamp Wealth Advisors first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Basecamp Wealth Advisors held 821 shares of Travelers Companies worth $271K as of Q2 2026.
  • Basecamp Wealth Advisors left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.05% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • Basecamp Wealth Advisors first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.