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DB&C Advisors’s Travelers Companies TRV Stock Holding History

DB&C Advisors’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 		$245K Buy
741
+1
+0.1% +$303 0.26% 63
2026
Q1 		$216K Hold
740
– – 0.28% 64
2025
Q4 		$215K Buy
+740
New +$208K 0.27% 64

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

DB&C Advisors's TRV Position: Q2 2026 in Review

DB&C Advisors increased its Travelers Companies (TRV) stake by 0.14% in Q2 2026, buying an estimated $303 and bringing the position to 741 shares worth $245K. The position accounts for 0.26% of the portfolio, ranked #63.

DB&C Advisors first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,850 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • DB&C Advisors held 741 shares of Travelers Companies worth $245K as of Q2 2026.
  • DB&C Advisors bought 1 Travelers Companies share in Q2 2026, an estimated $303.
  • Travelers Companies made up 0.26% of DB&C Advisors's portfolio in Q2 2026, its #63 holding.
  • DB&C Advisors first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,850 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.