Carson Wealth (CWM LLC)
TRV icon

Carson Wealth (CWM LLC)’s Travelers Companies TRV Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-2,000
Closed -$26K – 3272
2018
Q4 		$26K Buy
+2,000
New +$250K ﹤0.01% 1066

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

Carson Wealth (CWM LLC)'s TRV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Travelers Companies (TRV) stake by 1.7% in Q1 2026, buying an estimated $643K and bringing the position to 134,046 shares worth $39.1M. The position accounts for 0.1% of the portfolio, ranked #188.

Carson Wealth (CWM LLC) first reported a position in TRV in Q3 2013 and has held it in 44 quarters since. The position peaked at $39.6M in Q4 2022. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 134,046 shares of Travelers Companies worth $39.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,194 Travelers Companies shares in Q1 2026, an estimated $643K.
  • Travelers Companies made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #188 holding.
  • Carson Wealth (CWM LLC) first reported a position in Travelers Companies in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Travelers Companies position peaked at $39.6M in Q4 2022.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.