Financial Engines Advisors’s Travelers Companies TRV Stock Holding History

Financial Engines 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	$372K	Sell	1,275 -1,124	-47%	-$329K	﹤0.01%	434
2025 Q4	$696K	Buy	2,399 +140	+6%	+$39.4K	﹤0.01%	358
2025 Q3	$631K	Sell	2,259 -4	-0.2%	-$1.07K	﹤0.01%	363
2025 Q2	$605K	Sell	2,263 -896	-28%	-$236K	﹤0.01%	356
2025 Q1	$835K	Buy	3,159 +128	+4%	+$31.9K	﹤0.01%	271
2024 Q4	$730K	Buy	3,031 +1,572	+108%	+$392K	﹤0.01%	293
2024 Q3	$342K	Buy	1,459 +24	+2%	+$5.29K	﹤0.01%	318
2024 Q2	$292K	Buy	+1,435	New	+$308K	﹤0.01%	310
2024 Q1	–	Sell	-1,072	Closed	-$204K	–	357
2023 Q4	$204K	Buy	+1,072	New	+$186K	﹤0.01%	306
2017 Q4	–	Sell	-67	Closed	-$8K	–	230
2017 Q3	$8K	Buy	+67	New	+$8.37K	﹤0.01%	91

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Financial Engines Advisors reduced its Travelers Companies (TRV) stake by 47% in Q1 2026, selling an estimated $329K and leaving 1,275 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Financial Engines Advisors first reported a position in TRV in Q3 2017 and has held it in 10 quarters since. The position peaked at $835K in Q1 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Financial Engines Advisors held 1,275 shares of Travelers Companies worth $372K as of Q1 2026.
Financial Engines Advisors sold 1,124 Travelers Companies shares in Q1 2026, an estimated $329K.
Travelers Companies made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #434 holding.
Financial Engines Advisors first reported a position in Travelers Companies in Q3 2017 and has held it in 10 quarters since.
Financial Engines Advisors's Travelers Companies position peaked at $835K in Q1 2025.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.