FFA
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Florida Financial Advisors’s Travelers Companies TRV Stock Holding History

Florida Financial 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 		$324K Buy
1,109
+223
+25% +$65.3K 0.08% 229
2025
Q4 		$258K Buy
886
+25
+3% +$7.04K 0.07% 239
2025
Q3 		$241K Sell
861
-307
-26% -$82.2K 0.07% 229
2025
Q2 		$312K Sell
1,168
-365
-24% -$96.2K 0.1% 200
2025
Q1 		$405K Sell
1,533
-87
-5% -$21.7K 0.16% 133
2024
Q4 		$390K Sell
1,620
-17
-1% -$4.24K 0.17% 113
2024
Q3 		$383K Buy
+1,637
New +$361K 0.2% 101

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Florida Financial Advisors increased its Travelers Companies (TRV) stake by 25% in Q1 2026, buying an estimated $65.3K and bringing the position to 1,109 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #229.

Florida Financial Advisors first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. The position peaked at $405K in Q1 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Florida Financial Advisors held 1,109 shares of Travelers Companies worth $324K as of Q1 2026.
  • Florida Financial Advisors bought 223 Travelers Companies shares in Q1 2026, an estimated $65.3K.
  • Travelers Companies made up 0.08% of Florida Financial Advisors's portfolio in Q1 2026, its #229 holding.
  • Florida Financial Advisors first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • Florida Financial Advisors's Travelers Companies position peaked at $405K in Q1 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.