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Concurrent Investment Advisors’s Travelers Companies TRV Stock Holding History

Concurrent Investment Advisors’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 		$2.6M Buy
7,889
+453
+6% +$137K 0.02% 633
2026
Q1 		$2.17M Sell
7,436
-133
-2% -$39K 0.02% 587
2025
Q4 		$2.2M Buy
7,569
+1,642
+28% +$462K 0.03% 538
2025
Q3 		$1.65M Hold
5,927
– – 0.03% 513
2025
Q2 		$1.59M Buy
5,927
+622
+12% +$164K 0.03% 490
2025
Q1 		$1.4M Buy
5,305
+1,703
+47% +$424K 0.03% 448
2024
Q4 		$868K Buy
3,602
+77
+2% +$19.2K 0.02% 528
2024
Q3 		$825K Buy
3,525
+808
+30% +$178K 0.02% 511
2024
Q2 		$553K Buy
2,717
+1,054
+63% +$227K 0.02% 559
2024
Q1 		$383K Buy
1,663
+143
+9% +$30.6K 0.02% 616
2023
Q4 		$289K Buy
+1,520
New +$263K 0.01% 663

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Concurrent Investment Advisors's TRV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Travelers Companies (TRV) stake by 6.1% in Q2 2026, buying an estimated $137K and bringing the position to 7,889 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #633.

Concurrent Investment Advisors first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Concurrent Investment Advisors held 7,889 shares of Travelers Companies worth $2.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 453 Travelers Companies shares in Q2 2026, an estimated $137K.
  • Travelers Companies made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #633 holding.
  • Concurrent Investment Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.