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Bridgewealth Advisory Group’s Travelers Companies TRV Stock Holding History

Bridgewealth Advisory Group’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 		$393K Buy
1,190
+3
+0.3% +$909 0.07% 92
2026
Q1 		$346K Buy
1,187
+2
+0.2% +$586 0.07% 92
2025
Q4 		$344K Buy
1,185
+3
+0.3% +$844 0.08% 93
2025
Q3 		$330K Buy
1,182
+3
+0.3% +$803 0.08% 88
2025
Q2 		$315K Buy
+1,179
New +$311K 0.08% 89
2025
Q1 		– Sell
-1,439
Closed -$350K – 105
2024
Q4 		$350K Buy
+1,439
New +$359K 0.1% 74

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

Bridgewealth Advisory Group's TRV Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Travelers Companies (TRV) stake by 0.25% in Q2 2026, buying an estimated $909 and bringing the position to 1,190 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #92.

Bridgewealth Advisory Group first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Bridgewealth Advisory Group held 1,190 shares of Travelers Companies worth $393K as of Q2 2026.
  • Bridgewealth Advisory Group bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
  • Travelers Companies made up 0.07% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #92 holding.
  • Bridgewealth Advisory Group first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.