Bragg Financial Advisors’s Travelers Companies TRV Stock Holding History

Bragg Financial 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 Q1	$265K	Sell	908 -84	-8%	-$24.6K	0.01%	335
2025 Q4	$288K	Hold	992	–	–	0.01%	316
2025 Q3	$277K	Hold	992	–	–	0.01%	316
2025 Q2	$265K	Hold	992	–	–	0.01%	316
2025 Q1	$262K	Hold	992	–	–	0.01%	308
2024 Q4	$239K	Sell	992 -44	-4%	-$11K	0.01%	313
2024 Q3	$243K	Buy	+1,036	New	+$228K	0.01%	307
2013 Q4	–	Sell	-4,341	Closed	-$368K	–	240
2013 Q3	$368K	Hold	4,341	–	–	0.1%	200
2013 Q2	$347K	Buy	+4,341	New	+$365K	0.1%	190

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bragg Financial Advisors's TRV Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Travelers Companies (TRV) stake by 8.5% in Q1 2026, selling an estimated $24.6K and leaving 908 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #335.

Bragg Financial Advisors first reported a position in TRV in Q2 2013 and has held it in 9 quarters since. The position peaked at $368K in Q3 2013. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Bragg Financial Advisors held 908 shares of Travelers Companies worth $265K as of Q1 2026.
Bragg Financial Advisors sold 84 Travelers Companies shares in Q1 2026, an estimated $24.6K.
Travelers Companies made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #335 holding.
Bragg Financial Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 9 quarters since.
Bragg Financial Advisors's Travelers Companies position peaked at $368K in Q3 2013.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.