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Diversify Wealth Management’s Travelers Companies TRV Stock Holding History

Diversify Wealth Management’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 		$2.48M Buy
8,218
+7,467
+994% +$2.19M 0.04% 318
2025
Q4 		$204K Buy
+751
New +$211K 0.01% 598
2025
Q1 		– Sell
-914
Closed -$212K – 552
2024
Q4 		$212K Buy
+914
New +$228K 0.02% 485

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

Diversify Wealth Management's TRV Position: Q1 2026 in Review

Diversify Wealth Management increased its Travelers Companies (TRV) stake by 994% in Q1 2026, buying an estimated $2.19M and bringing the position to 8,218 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #318.

Diversify Wealth Management first reported a position in TRV in Q4 2024 and has held it in 3 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Diversify Wealth Management held 8,218 shares of Travelers Companies worth $2.48M as of Q1 2026.
  • Diversify Wealth Management bought 7,467 Travelers Companies shares in Q1 2026, an estimated $2.19M.
  • Travelers Companies made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Diversify Wealth Management first reported a position in Travelers Companies in Q4 2024 and has held it in 3 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.