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 Q2	$423K	Buy	1,280 +5	+0.4%	+$1.51K	﹤0.01%	437
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Engines Advisors increased its Travelers Companies (TRV) stake by 0.39% in Q2 2026, buying an estimated $1.51K and bringing the position to 1,280 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Financial Engines Advisors first reported a position in TRV in Q3 2017 and has held it in 11 quarters since. The position peaked at $835K in Q1 2025. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Financial Engines Advisors held 1,280 shares of Travelers Companies worth $423K as of Q2 2026.
Financial Engines Advisors bought 5 Travelers Companies shares in Q2 2026, an estimated $1.51K.
Travelers Companies made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #437 holding.
Financial Engines Advisors first reported a position in Travelers Companies in Q3 2017 and has held it in 11 quarters since.
Financial Engines Advisors's Travelers Companies position peaked at $835K in Q1 2025.
1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.