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Evergreen Wealth Solutions’s Travelers Companies TRV Stock Holding History

Evergreen Wealth Solutions’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 		$1.08M Buy
2,926
+1,736
+146% +$526K 0.06% 197
2026
Q1 		$347K Buy
+1,190
New +$349K 0.02% 304
2024
Q2 		– Sell
-1,875
Closed -$431K – 131
2024
Q1 		$431K Sell
1,875
-190
-9% -$40.6K 0.32% 70
2023
Q4 		$393K Buy
2,065
+160
+8% +$27.7K 0.34% 76
2023
Q3 		$311K Buy
1,905
+44
+2% +$7.35K 0.31% 78
2023
Q2 		$323K Buy
1,861
+277
+17% +$48.9K 0.33% 76
2023
Q1 		$271K Sell
1,584
-167
-10% -$30.4K 0.31% 81
2022
Q4 		$328K Buy
1,751
+21
+1% +$3.78K 0.43% 68
2022
Q3 		$265K Sell
1,730
-150
-8% -$24.4K 0.38% 77
2022
Q2 		$318K Buy
1,880
+35
+2% +$6.08K 0.39% 81
2022
Q1 		$337K Sell
1,845
-44
-2% -$7.54K 0.33% 77
2021
Q4 		$296K Buy
+1,889
New +$295K 0.27% 78

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

Evergreen Wealth Solutions's TRV Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Travelers Companies (TRV) stake by 146% in Q2 2026, buying an estimated $526K and bringing the position to 2,926 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #197.

Evergreen Wealth Solutions first reported a position in TRV in Q4 2021 and has held it in 12 quarters since. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Evergreen Wealth Solutions held 2,926 shares of Travelers Companies worth $1.08M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,736 Travelers Companies shares in Q2 2026, an estimated $526K.
  • Travelers Companies made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #197 holding.
  • Evergreen Wealth Solutions first reported a position in Travelers Companies in Q4 2021 and has held it in 12 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.