Financial Network Wealth Advisors’s Travelers Companies TRV Stock Holding History

Financial Network Wealth 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	–	Sell	-2	Closed	-$583	–	892
2026 Q1	$583	Sell	2 -4	-67%	-$1.17K	﹤0.01%	769
2025 Q4	$1.74K	Hold	6	–	–	﹤0.01%	703
2025 Q3	$1.68K	Hold	6	–	–	﹤0.01%	700
2025 Q2	$1.6K	Buy	+6	New	+$1.58K	﹤0.01%	685
2024 Q4	–	Sell	-253	Closed	-$59.2K	–	819
2024 Q3	$59.2K	Sell	253 -1	-0.4%	-$220	0.05%	262
2024 Q2	$51.6K	Buy	+254	New	+$54.6K	0.04%	302

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 Network Wealth Advisors's TRV Position: Q2 2026 in Review

Financial Network Wealth Advisors sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 2 shares — an estimated $583 sold.

Financial Network Wealth Advisors first reported a position in TRV in Q2 2024 and held it in 6 quarters. The position peaked at $59.2K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Financial Network Wealth Advisors reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Financial Network Wealth Advisors sold 2 Travelers Companies shares in Q2 2026, an estimated $583.
Financial Network Wealth Advisors first reported a position in Travelers Companies in Q2 2024 and held it in 6 quarters.
Financial Network Wealth Advisors's Travelers Companies position peaked at $59.2K in Q3 2024.
1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.