Financial Freedom LLC’s Travelers Companies TRV Stock Holding History

Financial Freedom LLC’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	–	Sell	-465	Closed	-$136K	–	362
2026 Q1	$136K	Hold	465	–	–	0.07%	120
2025 Q4	$135K	Hold	465	–	–	0.07%	120
2025 Q3	$130K	Hold	465	–	–	0.06%	127
2025 Q2	$124K	Buy	465 +1	+0.2%	+$264	0.07%	125
2025 Q1	$123K	Hold	464	–	–	0.07%	122
2024 Q4	$112K	Sell	464 -78	-14%	-$19.5K	0.06%	124
2024 Q3	$127K	Hold	542	–	–	0.07%	125
2024 Q2	$110K	Buy	542 +1	+0.2%	+$215	0.06%	128
2024 Q1	$124K	Hold	541	–	–	0.07%	124
2023 Q4	$103K	Sell	541 -113	-17%	-$19.6K	0.07%	123
2023 Q3	$107K	Buy	654 +1	+0.2%	+$167	0.08%	119
2023 Q2	$113K	Hold	653	–	–	0.08%	115
2023 Q1	$112K	Buy	653 +1	+0.2%	+$182	0.08%	109
2022 Q4	$122K	Buy	+652	New	+$117K	0.08%	104

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Freedom LLC's TRV Position: Q2 2026 in Review

Financial Freedom LLC sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 465 shares — an estimated $136K sold.

Financial Freedom LLC first reported a position in TRV in Q4 2022 and held it in 14 quarters. The position peaked at $136K in Q1 2026. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Financial Freedom LLC reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 465 Travelers Companies shares in Q2 2026, an estimated $136K.
Financial Freedom LLC first reported a position in Travelers Companies in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Travelers Companies position peaked at $136K in Q1 2026.
1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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