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DiPaolo Financial Group’s Travelers Companies TRV Stock Holding History

DiPaolo Financial Group’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 		$294K Sell
890
-33
-4% -$10K 0.19% 36
2026
Q1 		$269K Sell
923
-85
-8% -$24.9K 0.2% 35
2025
Q4 		$292K Buy
+1,008
New +$284K 0.31% 24

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

DiPaolo Financial Group's TRV Position: Q2 2026 in Review

DiPaolo Financial Group reduced its Travelers Companies (TRV) stake by 3.6% in Q2 2026, selling an estimated $10K and leaving 890 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #36.

DiPaolo Financial Group first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,843 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • DiPaolo Financial Group held 890 shares of Travelers Companies worth $294K as of Q2 2026.
  • DiPaolo Financial Group sold 33 Travelers Companies shares in Q2 2026, an estimated $10K.
  • Travelers Companies made up 0.19% of DiPaolo Financial Group's portfolio in Q2 2026, its #36 holding.
  • DiPaolo Financial Group first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,843 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on DiPaolo Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.