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Financial Advocates Investment Management’s Travelers Companies TRV Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-780
Closed -$209K – 555
2025
Q2 		$209K Sell
780
-286
-27% -$75.4K 0.02% 579
2025
Q1 		$282K Buy
1,066
+33
+3% +$8.22K 0.02% 578
2024
Q4 		$249K Buy
1,033
+58
+6% +$14.5K 0.01% 648
2024
Q3 		$228K Buy
+975
New +$215K 0.01% 685
2024
Q2 		– Sell
-980
Closed -$226K – 826
2024
Q1 		$226K Buy
+980
New +$209K 0.01% 686
2022
Q4 		– Sell
-1,913
Closed -$292K – 868
2022
Q3 		$292K Buy
+1,913
New +$311K 0.02% 551
2018
Q2 		– Sell
-1,558
Closed -$216K – 508
2018
Q1 		$216K Buy
+1,558
New +$218K 0.03% 438

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's TRV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Travelers Companies (TRV) in Q3 2025, closing a stake of 780 shares — an estimated $209K sold.

Financial Advocates Investment Management first reported a position in TRV in Q1 2018 and held it in 7 quarters. The position peaked at $292K in Q3 2022. 1,667 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Travelers Companies position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 780 Travelers Companies shares in Q3 2025, an estimated $209K.
  • Financial Advocates Investment Management first reported a position in Travelers Companies in Q1 2018 and held it in 7 quarters.
  • Financial Advocates Investment Management's Travelers Companies position peaked at $292K in Q3 2022.
  • 1,667 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.