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Clark Wealth Partners’s Travelers Companies TRV Stock Holding History

Clark Wealth 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 		$4.62K Buy
14
+3
+27% +$909 ﹤0.01% 315
2026
Q1 		$3.21K Sell
11
-3
-21% -$879 ﹤0.01% 402
2025
Q4 		$4.06K Hold
14
– – ﹤0.01% 357
2025
Q3 		$4.06K Buy
14
+3
+27% +$803 ﹤0.01% 357
2025
Q2 		$2.94K Hold
11
– – ﹤0.01% 342
2025
Q1 		$2.91K Sell
11
-1
-8% -$249 ﹤0.01% 327
2024
Q4 		$2.89K Buy
+12
New +$3K ﹤0.01% 309

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clark Wealth Partners's TRV Position: Q2 2026 in Review

Clark Wealth Partners increased its Travelers Companies (TRV) stake by 27% in Q2 2026, buying an estimated $909 and bringing the position to 14 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Clark Wealth Partners first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,770 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Clark Wealth Partners held 14 shares of Travelers Companies worth $4.62K as of Q2 2026.
  • Clark Wealth Partners bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
  • Travelers Companies made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #315 holding.
  • Clark Wealth Partners first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.