CWM
TRV icon

Crowley Wealth Management’s Travelers Companies TRV Stock Holding History

Crowley 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
Q4 		– Sell
-77
Closed -$21.5K – 324
2025
Q3 		$21.5K Hold
77
– – 0.02% 216
2025
Q2 		$20.6K Hold
77
– – 0.02% 208
2025
Q1 		$20.4K Hold
77
– – 0.02% 200
2024
Q4 		$18.5K Buy
+77
New +$19.2K 0.02% 212

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crowley Wealth Management's TRV Position: Q4 2025 in Review

Crowley Wealth Management sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 77 shares — an estimated $21.5K sold.

Crowley Wealth Management first reported a position in TRV in Q4 2024 and held it in 4 quarters. The position peaked at $21.5K in Q3 2025. 1,776 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Crowley Wealth Management reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 77 Travelers Companies shares in Q4 2025, an estimated $21.5K.
  • Crowley Wealth Management first reported a position in Travelers Companies in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Travelers Companies position peaked at $21.5K in Q3 2025.
  • 1,776 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.