EHC
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Everett Harris & Co’s Travelers Companies TRV Stock Holding History

Everett Harris & Co’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 		$275K Buy
+832
New +$252K ﹤0.01% 261

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

Everett Harris & Co's TRV Position: Q2 2026 in Review

Everett Harris & Co opened a new position in Travelers Companies (TRV) in Q2 2026: 832 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings.

1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Everett Harris & Co held 832 shares of Travelers Companies worth $275K as of Q2 2026.
  • Travelers Companies was a new Everett Harris & Co position in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #261 holding.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.