FFA
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Founders Financial Alliance’s Travelers Companies TRV Stock Holding History

Founders Financial Alliance’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 		$223K Sell
764
-60
-7% -$17.6K 0.04% 362
2025
Q4 		$239K Sell
824
-11
-1% -$3.1K 0.05% 324
2025
Q3 		$233K Buy
+835
New +$224K 0.04% 343
2025
Q2 		– Sell
-907
Closed -$240K – 616
2025
Q1 		$240K Buy
+907
New +$226K 0.06% 298
2020
Q4 		– Sell
-154
Closed -$17K – 1180
2020
Q3 		$17K Buy
+154
New +$17.7K 0.01% 622

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

Founders Financial Alliance's TRV Position: Q1 2026 in Review

Founders Financial Alliance reduced its Travelers Companies (TRV) stake by 7.3% in Q1 2026, selling an estimated $17.6K and leaving 764 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #362.

Founders Financial Alliance first reported a position in TRV in Q3 2020 and has held it in 5 quarters since. The position peaked at $240K in Q1 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Founders Financial Alliance held 764 shares of Travelers Companies worth $223K as of Q1 2026.
  • Founders Financial Alliance sold 60 Travelers Companies shares in Q1 2026, an estimated $17.6K.
  • Travelers Companies made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #362 holding.
  • Founders Financial Alliance first reported a position in Travelers Companies in Q3 2020 and has held it in 5 quarters since.
  • Founders Financial Alliance's Travelers Companies position peaked at $240K in Q1 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.