Destiny Wealth Partners’s Travelers Companies TRV Stock Holding History

Destiny 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	–	Sell	-68	Closed	-$19.8K	–	1017
2026 Q1	$19.8K	Buy	+68	New	+$19.9K	﹤0.01%	671
2023 Q2	–	Sell	-1,705	Closed	-$292K	–	194
2023 Q1	$292K	Sell	1,705 -234	-12%	-$42.6K	0.06%	139
2022 Q4	$363K	Sell	1,939 -5	-0.3%	-$899	0.08%	119
2022 Q3	$298K	Buy	1,944 +1,794	+1,196%	+$292K	0.07%	129
2022 Q2	$25K	Hold	150	–	–	0.01%	338
2022 Q1	$27K	Hold	150	–	–	0.01%	365
2021 Q4	$23K	Hold	150	–	–	﹤0.01%	380
2021 Q3	$23K	Buy	+150	New	+$23.2K	﹤0.01%	367
2021 Q2	–	Sell	-150	Closed	-$23K	–	479
2021 Q1	$23K	Buy	+150	New	+$22K	﹤0.01%	353

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

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

Destiny Wealth Partners sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 68 shares — an estimated $19.8K sold.

Destiny Wealth Partners first reported a position in TRV in Q1 2021 and held it in 9 quarters. The position peaked at $363K in Q4 2022. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Destiny Wealth Partners reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 68 Travelers Companies shares in Q2 2026, an estimated $19.8K.
Destiny Wealth Partners first reported a position in Travelers Companies in Q1 2021 and held it in 9 quarters.
Destiny Wealth Partners's Travelers Companies position peaked at $363K in Q4 2022.
1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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