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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
Q2 		$297K Sell
900
-8
-0.9% -$2.42K 0.01% 336
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bragg Financial Advisors's TRV Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Travelers Companies (TRV) stake by 0.88% in Q2 2026, selling an estimated $2.42K and leaving 900 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #336.

Bragg Financial Advisors first reported a position in TRV in Q2 2013 and has held it in 10 quarters since. The position peaked at $368K in Q3 2013. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Bragg Financial Advisors held 900 shares of Travelers Companies worth $297K as of Q2 2026.
  • Bragg Financial Advisors sold 8 Travelers Companies shares in Q2 2026, an estimated $2.42K.
  • Travelers Companies made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #336 holding.
  • Bragg Financial Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 10 quarters since.
  • Bragg Financial Advisors's Travelers Companies position peaked at $368K in Q3 2013.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.