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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgewealth Advisory Group's TRV Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Travelers Companies (TRV) stake by 0.17% in Q1 2026, buying an estimated $586 and bringing the position to 1,187 shares worth $346K. 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 5 quarters since. The position peaked at $350K in Q4 2024. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Bridgewealth Advisory Group held 1,187 shares of Travelers Companies worth $346K as of Q1 2026.
  • Bridgewealth Advisory Group bought 2 Travelers Companies shares in Q1 2026, an estimated $586.
  • Travelers Companies made up 0.07% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #92 holding.
  • Bridgewealth Advisory Group first reported a position in Travelers Companies in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's Travelers Companies position peaked at $350K in Q4 2024.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.