DWM
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Drive Wealth Management’s Travelers Companies TRV Stock Holding History

Drive 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
Q2 		$699K Buy
2,117
+100
+5% +$30.3K 0.12% 135
2026
Q1 		$588K Buy
2,017
+243
+14% +$71.2K 0.12% 138
2025
Q4 		$515K Buy
1,774
+23
+1% +$6.47K 0.1% 163
2025
Q3 		$489K Sell
1,751
-2
-0.1% -$536 0.1% 167
2025
Q2 		$469K Sell
1,753
-6
-0.3% -$1.58K 0.1% 167
2025
Q1 		$465K Sell
1,759
-15
-0.8% -$3.74K 0.11% 147
2024
Q4 		$427K Buy
1,774
+14
+0.8% +$3.5K 0.1% 155
2024
Q3 		$412K Sell
1,760
-11
-0.6% -$2.42K 0.11% 158
2024
Q2 		$360K Buy
1,771
+48
+3% +$10.3K 0.1% 169
2024
Q1 		$397K Buy
1,723
+41
+2% +$8.76K 0.11% 164
2023
Q4 		$320K Buy
+1,682
New +$291K 0.1% 186
2023
Q3 		– Sell
-1,340
Closed -$233K – 310
2023
Q2 		$233K Buy
1,340
+49
+4% +$8.64K 0.09% 219
2023
Q1 		$221K Buy
1,291
+177
+16% +$32.2K 0.09% 237
2022
Q4 		$209K Buy
+1,114
New +$200K 0.1% 212

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

Drive Wealth Management's TRV Position: Q2 2026 in Review

Drive Wealth Management increased its Travelers Companies (TRV) stake by 5% in Q2 2026, buying an estimated $30.3K and bringing the position to 2,117 shares worth $699K. The position accounts for 0.12% of the portfolio, ranked #135.

Drive Wealth Management first reported a position in TRV in Q4 2022 and has held it in 14 quarters since. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Drive Wealth Management held 2,117 shares of Travelers Companies worth $699K as of Q2 2026.
  • Drive Wealth Management bought 100 Travelers Companies shares in Q2 2026, an estimated $30.3K.
  • Travelers Companies made up 0.12% of Drive Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Drive Wealth Management first reported a position in Travelers Companies in Q4 2022 and has held it in 14 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.