Elevated Capital Advisors
TRV icon

Elevated Capital Advisors’s Travelers Companies TRV Stock Holding History

Elevated Capital 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
Q3 		$15K Hold
42
– – 0.01% 421
2026
Q2 		$13.9K Hold
42
– – ﹤0.01% 453
2026
Q1 		$12.3K Hold
42
– – ﹤0.01% 445
2025
Q4 		$12.2K Buy
+42
New +$11.8K ﹤0.01% 437

Other funds holding TRV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Elevated Capital Advisors's TRV Position: Q3 2026 in Review

Elevated Capital Advisors held its Travelers Companies (TRV) position steady in Q3 2026 at 42 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #421.

Elevated Capital Advisors first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 1,675 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Elevated Capital Advisors held 42 shares of Travelers Companies worth $15K as of Q3 2026.
  • Elevated Capital Advisors left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #421 holding.
  • Elevated Capital Advisors first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.