Discipline Wealth Solutions’s Travelers Companies TRV Stock Holding History

Discipline Wealth Solutions’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 Q3	$207K	Buy	+580	New	+$212K	0.02%	195

Other funds holding TRV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Discipline Wealth Solutions's TRV Position: Q3 2026 in Review

Discipline Wealth Solutions opened a new position in Travelers Companies (TRV) in Q3 2026: 580 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings.

1,484 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Discipline Wealth Solutions held 580 shares of Travelers Companies worth $207K as of Q3 2026.
Travelers Companies was a new Discipline Wealth Solutions position in Q3 2026.
Travelers Companies made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #195 holding.
1,484 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.