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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
Q2 		$34.7K Hold
105
– – 0.01% 466
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

DHJJ Financial Advisors's TRV Position: Q2 2026 in Review

DHJJ Financial Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 105 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #466.

DHJJ Financial Advisors first reported a position in TRV in Q3 2023 and has held it in 12 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • DHJJ Financial Advisors held 105 shares of Travelers Companies worth $34.7K as of Q2 2026.
  • DHJJ Financial Advisors left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #466 holding.
  • DHJJ Financial Advisors first reported a position in Travelers Companies in Q3 2023 and has held it in 12 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.