CFP
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Comprehensive Financial Planning’s Travelers Companies TRV Stock Holding History

Comprehensive Financial Planning’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 		$18.8K Hold
64
– – 0.01% 222
2025
Q4 		$18.6K Hold
64
– – 0.01% 219
2025
Q3 		$17.9K Hold
64
– – 0.01% 212
2025
Q2 		$17K Buy
64
+1
+2% +$264 0.01% 204
2025
Q1 		$16.8K Hold
63
– – 0.02% 188
2024
Q4 		$15.2K Buy
+63
New +$15.7K 0.01% 219

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

Comprehensive Financial Planning's TRV Position: Q1 2026 in Review

Comprehensive Financial Planning held its Travelers Companies (TRV) position steady in Q1 2026 at 64 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #222.

Comprehensive Financial Planning first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Comprehensive Financial Planning held 64 shares of Travelers Companies worth $18.8K as of Q1 2026.
  • Comprehensive Financial Planning left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #222 holding.
  • Comprehensive Financial Planning first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.