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Foundations Investment Advisors’s Travelers Companies TRV Stock Holding History

Foundations Investment 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 		$1.27M Sell
3,837
-139
-3% -$42.1K 0.01% 515
2026
Q1 		$1.16M Buy
3,976
+138
+4% +$40.4K 0.01% 489
2025
Q4 		$1.11M Buy
3,838
+294
+8% +$82.7K 0.01% 485
2025
Q3 		$990K Buy
3,544
+398
+13% +$107K 0.01% 470
2025
Q2 		$842K Buy
3,146
+438
+16% +$115K 0.01% 471
2025
Q1 		$716K Buy
2,708
+294
+12% +$73.2K 0.01% 483
2024
Q4 		$582K Buy
2,414
+349
+17% +$87.1K 0.01% 514
2024
Q3 		$484K Buy
2,065
+962
+87% +$212K 0.01% 525
2024
Q2 		$224K Buy
+1,103
New +$237K 0.01% 693
2024
Q1 		– Sell
-1,445
Closed -$306K – 751
2023
Q4 		$306K Buy
+1,445
New +$250K 0.01% 546
2023
Q1 		– Sell
-1,157
Closed -$217K – 536
2022
Q4 		$217K Buy
+1,157
New +$208K 0.01% 396
2022
Q3 		– Sell
-1,186
Closed -$202K – 438
2022
Q2 		$202K Buy
+1,186
New +$206K 0.01% 369

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

Foundations Investment Advisors's TRV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Travelers Companies (TRV) stake by 3.5% in Q2 2026, selling an estimated $42.1K and leaving 3,837 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #515.

Foundations Investment Advisors first reported a position in TRV in Q2 2022 and has held it in 12 quarters since. 1,851 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Foundations Investment Advisors held 3,837 shares of Travelers Companies worth $1.27M as of Q2 2026.
  • Foundations Investment Advisors sold 139 Travelers Companies shares in Q2 2026, an estimated $42.1K.
  • Travelers Companies made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #515 holding.
  • Foundations Investment Advisors first reported a position in Travelers Companies in Q2 2022 and has held it in 12 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.