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 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 $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 Network Wealth Advisors's TRV Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Travelers Companies (TRV) stake by 67% in Q1 2026, selling an estimated $1.17K and leaving 2 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Financial Network Wealth Advisors first reported a position in TRV in Q2 2024 and has held it in 6 quarters since. The position peaked at $59.2K in Q3 2024. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Financial Network Wealth Advisors held 2 shares of Travelers Companies worth $583 as of Q1 2026.
Financial Network Wealth Advisors sold 4 Travelers Companies shares in Q1 2026, an estimated $1.17K.
Travelers Companies made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #769 holding.
Financial Network Wealth Advisors first reported a position in Travelers Companies in Q2 2024 and has held it in 6 quarters since.
Financial Network Wealth Advisors's Travelers Companies position peaked at $59.2K in Q3 2024.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

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