BFO
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Biltmore Family Office’s Travelers Companies TRV Stock Holding History

Biltmore Family Office’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 		$940K Buy
2,848
+46
+2% +$13.9K 0.12% 121
2026
Q1 		$817K Hold
2,802
– – 0.11% 117
2025
Q4 		$813K Buy
2,802
+268
+11% +$75.4K 0.11% 115
2025
Q3 		$708K Buy
2,534
+1,700
+204% +$455K 0.1% 118
2025
Q2 		$223K Sell
834
-1,700
-67% -$448K 0.04% 194
2025
Q1 		$670K Buy
2,534
+1,700
+204% +$424K 0.11% 111
2024
Q4 		$201K Buy
+834
New +$208K 0.03% 202
2022
Q1 		– Sell
-2,669
Closed -$418K – 240
2021
Q4 		$418K Buy
+2,669
New +$417K 0.08% 142

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

Biltmore Family Office's TRV Position: Q2 2026 in Review

Biltmore Family Office increased its Travelers Companies (TRV) stake by 1.6% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,848 shares worth $940K. The position accounts for 0.12% of the portfolio, ranked #121.

Biltmore Family Office first reported a position in TRV in Q4 2021 and has held it in 8 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Biltmore Family Office held 2,848 shares of Travelers Companies worth $940K as of Q2 2026.
  • Biltmore Family Office bought 46 Travelers Companies shares in Q2 2026, an estimated $13.9K.
  • Travelers Companies made up 0.12% of Biltmore Family Office's portfolio in Q2 2026, its #121 holding.
  • Biltmore Family Office first reported a position in Travelers Companies in Q4 2021 and has held it in 8 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.