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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
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 $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

Evernest Financial Advisors's TRV Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Travelers Companies (TRV) stake by 2.7% in Q1 2026, selling an estimated $24.6K and leaving 2,988 shares worth $908K. The position accounts for 0.19% of the portfolio, ranked #82.

Evernest Financial Advisors first reported a position in TRV in Q4 2021 and has held it in 11 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Evernest Financial Advisors held 2,988 shares of Travelers Companies worth $908K as of Q1 2026.
  • Evernest Financial Advisors sold 84 Travelers Companies shares in Q1 2026, an estimated $24.6K.
  • Travelers Companies made up 0.19% of Evernest Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Evernest Financial Advisors first reported a position in Travelers Companies in Q4 2021 and has held it in 11 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.