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Evernest Financial Advisors’s Travelers Companies TRV Stock Holding History

Evernest Financial 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
Q2 		$1M Buy
3,037
+49
+2% +$14.8K 0.21% 77
2026
Q1 		$908K Sell
2,988
-84
-3% -$24.6K 0.19% 82
2025
Q4 		$900K Sell
3,072
-41
-1% -$11.5K 0.19% 81
2025
Q3 		$869K Sell
3,113
-42
-1% -$11.2K 0.24% 82
2025
Q2 		$844K Buy
3,155
+36
+1% +$9.49K 0.27% 77
2025
Q1 		$825K Sell
3,119
-42
-1% -$10.5K 0.3% 78
2024
Q4 		$761K Buy
3,161
+535
+20% +$134K 0.2% 81
2024
Q3 		$615K Sell
2,626
-40
-2% -$8.82K 0.17% 94
2024
Q2 		$542K Buy
2,666
+395
+17% +$84.9K 0.24% 80
2024
Q1 		$486K Buy
2,271
+16
+0.7% +$3.42K 0.23% 85
2023
Q4 		$430K Buy
+2,255
New +$390K 0.22% 92
2021
Q4 		$475K Buy
+2,215
New +$346K 0.25% 85

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

Evernest Financial Advisors's TRV Position: Q2 2026 in Review

Evernest Financial Advisors increased its Travelers Companies (TRV) stake by 1.6% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,037 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #77.

Evernest Financial Advisors first reported a position in TRV in Q4 2021 and has held it in 12 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Evernest Financial Advisors held 3,037 shares of Travelers Companies worth $1M as of Q2 2026.
  • Evernest Financial Advisors bought 49 Travelers Companies shares in Q2 2026, an estimated $14.8K.
  • Travelers Companies made up 0.21% of Evernest Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Evernest Financial Advisors first reported a position in Travelers Companies in Q4 2021 and has held it in 12 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.