Empower Advisory Group
TRV icon

Empower Advisory Group’s Travelers Companies TRV Stock Holding History

Empower Advisory 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
Q1 		$827K Sell
2,836
-154
-5% -$45.1K ﹤0.01% 257
2025
Q4 		$867K Buy
2,990
+864
+41% +$243K ﹤0.01% 266
2025
Q3 		$594K Sell
2,126
-39
-2% -$10.4K ﹤0.01% 313
2025
Q2 		$579K Sell
2,165
-399
-16% -$105K ﹤0.01% 307
2025
Q1 		$678K Sell
2,564
-34
-1% -$8.47K ﹤0.01% 282
2024
Q4 		$626K Buy
2,598
+414
+19% +$103K ﹤0.01% 295
2024
Q3 		$511K Sell
2,184
-4
-0.2% -$882 ﹤0.01% 308
2024
Q2 		$445K Buy
2,188
+73
+3% +$15.7K ﹤0.01% 320
2024
Q1 		$487K Buy
2,115
+1,002
+90% +$214K ﹤0.01% 305
2023
Q4 		$212K Buy
+1,113
New +$193K ﹤0.01% 453

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

Empower Advisory Group's TRV Position: Q1 2026 in Review

Empower Advisory Group reduced its Travelers Companies (TRV) stake by 5.2% in Q1 2026, selling an estimated $45.1K and leaving 2,836 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Empower Advisory Group first reported a position in TRV in Q4 2023 and has held it in 10 quarters since. The position peaked at $867K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Empower Advisory Group held 2,836 shares of Travelers Companies worth $827K as of Q1 2026.
  • Empower Advisory Group sold 154 Travelers Companies shares in Q1 2026, an estimated $45.1K.
  • Travelers Companies made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #257 holding.
  • Empower Advisory Group first reported a position in Travelers Companies in Q4 2023 and has held it in 10 quarters since.
  • Empower Advisory Group's Travelers Companies position peaked at $867K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.