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Focus Partners Advisor Solutions’s Travelers Companies TRV Stock Holding History

Focus Partners Advisor Solutions’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 		$3.14M Sell
9,521
-1,501
-14% -$455K 0.03% 284
2026
Q1 		$3.22M Buy
11,022
+134
+1% +$39.3K 0.03% 255
2025
Q4 		$3.16M Sell
10,888
-2,745
-20% -$773K 0.04% 225
2025
Q3 		$3.83M Buy
13,633
+3,980
+41% +$1.07M 0.04% 221
2025
Q2 		$2.58M Buy
9,653
+815
+9% +$215K 0.03% 238
2025
Q1 		$2.34M Buy
8,838
+3,101
+54% +$773K 0.04% 234
2024
Q4 		$1.38M Buy
5,737
+2,236
+64% +$558K 0.02% 284
2024
Q3 		$820K Sell
3,501
-1,237
-26% -$273K 0.02% 326
2024
Q2 		$964K Buy
+4,738
New +$1.02M 0.03% 255
2023
Q4 		– Sell
-2,347
Closed -$383K – 466
2023
Q3 		$383K Buy
+2,347
New +$392K 0.02% 305
2022
Q4 		– Sell
-1,950
Closed -$299K – 427
2022
Q3 		$299K Buy
1,950
+626
+47% +$102K 0.02% 306
2022
Q2 		$224K Buy
+1,324
New +$230K 0.02% 313

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Advisor Solutions's TRV Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Travelers Companies (TRV) stake by 14% in Q2 2026, selling an estimated $455K and leaving 9,521 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #284.

Focus Partners Advisor Solutions first reported a position in TRV in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.83M in Q3 2025. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Focus Partners Advisor Solutions held 9,521 shares of Travelers Companies worth $3.14M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 1,501 Travelers Companies shares in Q2 2026, an estimated $455K.
  • Travelers Companies made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #284 holding.
  • Focus Partners Advisor Solutions first reported a position in Travelers Companies in Q2 2022 and has held it in 12 quarters since.
  • Focus Partners Advisor Solutions's Travelers Companies position peaked at $3.83M in Q3 2025.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.