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Catalyst Financial Partners’s Travelers Companies TRV Stock Holding History

Catalyst Financial Partners’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 		$541K Buy
1,639
+116
+8% +$35.2K 0.05% 212
2026
Q1 		$444K Buy
1,523
+226
+17% +$66.2K 0.05% 222
2025
Q4 		$376K Buy
1,297
+68
+6% +$19.1K 0.04% 215
2025
Q3 		$343K Buy
1,229
+4
+0.3% +$1.07K 0.04% 222
2025
Q2 		$328K Buy
1,225
+38
+3% +$10K 0.04% 220
2025
Q1 		$314K Buy
1,187
+38
+3% +$9.47K 0.06% 209
2024
Q4 		$277K Buy
1,149
+35
+3% +$8.74K 0.05% 218
2024
Q3 		$261K Sell
1,114
-33
-3% -$7.28K 0.05% 222
2024
Q2 		$233K Buy
1,147
+92
+9% +$19.8K 0.05% 221
2024
Q1 		$218K Buy
+1,055
New +$225K 0.06% 215

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

Catalyst Financial Partners's TRV Position: Q2 2026 in Review

Catalyst Financial Partners increased its Travelers Companies (TRV) stake by 7.6% in Q2 2026, buying an estimated $35.2K and bringing the position to 1,639 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #212.

Catalyst Financial Partners first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Catalyst Financial Partners held 1,639 shares of Travelers Companies worth $541K as of Q2 2026.
  • Catalyst Financial Partners bought 116 Travelers Companies shares in Q2 2026, an estimated $35.2K.
  • Travelers Companies made up 0.05% of Catalyst Financial Partners's portfolio in Q2 2026, its #212 holding.
  • Catalyst Financial Partners first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.