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Congress Wealth Management’s Travelers Companies TRV Stock Holding History

Congress Wealth Management’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
2025
Q2 		$4.81M Buy
17,969
+6,104
+51% +$1.61M 0.05% 391
2025
Q1 		$3.14M Buy
11,865
+2,129
+22% +$530K 0.04% 401
2024
Q4 		$2.35M Sell
9,736
-4,472
-31% -$1.12M 0.03% 387
2024
Q3 		$3.33M Buy
14,208
+5,050
+55% +$1.11M 0.04% 355
2024
Q2 		$1.86M Buy
9,158
+3,119
+52% +$670K 0.03% 369
2024
Q1 		$1.39M Buy
6,039
+4,557
+307% +$974K 0.02% 349
2023
Q4 		$282K Buy
1,482
+207
+16% +$35.8K 0.01% 538
2023
Q3 		$208K Sell
1,275
-178
-12% -$29.7K ﹤0.01% 577
2023
Q2 		$252K Buy
1,453
+113
+8% +$19.9K 0.01% 505
2023
Q1 		$230K Buy
1,340
+50
+4% +$9.09K 0.01% 519
2022
Q4 		$242K Buy
+1,290
New +$232K 0.01% 512
2022
Q3 		– Sell
-1,200
Closed -$203K – 567
2022
Q2 		$203K Buy
1,200
+39
+3% +$6.78K 0.01% 535
2022
Q1 		$212K Buy
+1,161
New +$199K ﹤0.01% 572

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Congress Wealth Management's TRV Position: Q2 2025 in Review

Congress Wealth Management increased its Travelers Companies (TRV) stake by 51% in Q2 2025, buying an estimated $1.61M and bringing the position to 17,969 shares worth $4.81M. The position accounts for 0.05% of the portfolio, ranked #391.

Congress Wealth Management first reported a position in TRV in Q1 2022 and has held it in 13 quarters since. 1,636 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Congress Wealth Management held 17,969 shares of Travelers Companies worth $4.81M as of Q2 2025.
  • Congress Wealth Management bought 6,104 Travelers Companies shares in Q2 2025, an estimated $1.61M.
  • Travelers Companies made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #391 holding.
  • Congress Wealth Management first reported a position in Travelers Companies in Q1 2022 and has held it in 13 quarters since.
  • 1,636 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.