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DHJJ Financial Advisors’s Travelers Companies TRV Stock Holding History

DHJJ Financial 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
Q1 		$30.6K Buy
105
+30
+40% +$8.79K 0.01% 477
2025
Q4 		$21.8K Hold
75
– – 0.01% 490
2025
Q3 		$20.9K Hold
75
– – 0.01% 484
2025
Q2 		$20.1K Hold
75
– – 0.01% 474
2025
Q1 		$19.8K Buy
75
+25
+50% +$6.23K 0.01% 430
2024
Q4 		$12K Hold
50
– – ﹤0.01% 478
2024
Q3 		$11.7K Hold
50
– – ﹤0.01% 477
2024
Q2 		$10.2K Hold
50
– – ﹤0.01% 456
2024
Q1 		$11.5K Sell
50
-40
-44% -$8.55K 0.01% 435
2023
Q4 		$17.1K Hold
90
– – 0.01% 377
2023
Q3 		$14.7K Buy
+90
New +$15K 0.01% 389

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DHJJ Financial Advisors's TRV Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Travelers Companies (TRV) stake by 40% in Q1 2026, buying an estimated $8.79K and bringing the position to 105 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #477.

DHJJ Financial Advisors first reported a position in TRV in Q3 2023 and has held it in 11 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • DHJJ Financial Advisors held 105 shares of Travelers Companies worth $30.6K as of Q1 2026.
  • DHJJ Financial Advisors bought 30 Travelers Companies shares in Q1 2026, an estimated $8.79K.
  • Travelers Companies made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #477 holding.
  • DHJJ Financial Advisors first reported a position in Travelers Companies in Q3 2023 and has held it in 11 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.