Darwin Wealth Management
TRV icon

Darwin Wealth Management’s Travelers Companies TRV Stock Holding History

Darwin 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
2026
Q3 		$1.01K Buy
+2
New +$732 ﹤0.01% 993
2026
Q2 		– Hold
0
– – – 619
2020
Q2 		– Sell
-656
Closed -$65K – 722
2020
Q1 		$65K Buy
+656
New +$81.6K 0.02% 207

Other funds holding TRV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Darwin Wealth Management's TRV Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Travelers Companies (TRV) in Q3 2026: 2 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in TRV as recently as Q1 2020.

Darwin Wealth Management first reported a position in TRV in Q1 2020 and has held it in 2 quarters since. The position peaked at $65K in Q1 2020. 1,293 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Darwin Wealth Management held 2 shares of Travelers Companies worth $1.01K as of Q3 2026.
  • Travelers Companies was a new Darwin Wealth Management position in Q3 2026.
  • Travelers Companies made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #993 holding.
  • Darwin Wealth Management first reported a position in Travelers Companies in Q1 2020 and has held it in 2 quarters since.
  • Darwin Wealth Management's Travelers Companies position peaked at $65K in Q1 2020.
  • 1,293 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.