CWP
TRV icon

Curated Wealth Partners’s Travelers Companies TRV Stock Holding History

Curated 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 		$242K Sell
732
-64
-8% -$19.4K 0.03% 206
2026
Q1 		$232K Buy
796
+90
+13% +$26.4K 0.03% 192
2025
Q4 		$205K Buy
+706
New +$199K 0.02% 200

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
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

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

Curated Wealth Partners reduced its Travelers Companies (TRV) stake by 8% in Q2 2026, selling an estimated $19.4K and leaving 732 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #206.

Curated Wealth Partners first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Curated Wealth Partners held 732 shares of Travelers Companies worth $242K as of Q2 2026.
  • Curated Wealth Partners sold 64 Travelers Companies shares in Q2 2026, an estimated $19.4K.
  • Travelers Companies made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Curated Wealth Partners first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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