Curio Wealth’s Travelers Companies TRV Stock Holding History

Curio Wealth’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	–	Sell	-5	Closed	-$1.46K	–	1051
2026 Q1	$1.46K	Buy	+5	New	+$1.47K	﹤0.01%	344

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Curio Wealth's TRV Position: Q2 2026 in Review

Curio Wealth sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 5 shares — an estimated $1.46K sold.

Curio Wealth first reported a position in TRV in Q1 2026 and held it in 1 quarter. The position peaked at $1.46K in Q1 2026. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Curio Wealth reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Travelers Companies shares in Q2 2026, an estimated $1.46K.
Curio Wealth first reported a position in Travelers Companies in Q1 2026 and held it in 1 quarter.
Curio Wealth's Travelers Companies position peaked at $1.46K in Q1 2026.
1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.