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
Q2 		$253K Buy
768
+4
+0.5% +$1.21K 0.03% 381
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Founders Financial Alliance's TRV Position: Q2 2026 in Review

Founders Financial Alliance increased its Travelers Companies (TRV) stake by 0.52% in Q2 2026, buying an estimated $1.21K and bringing the position to 768 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #381.

Founders Financial Alliance first reported a position in TRV in Q3 2020 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Founders Financial Alliance held 768 shares of Travelers Companies worth $253K as of Q2 2026.
  • Founders Financial Alliance bought 4 Travelers Companies shares in Q2 2026, an estimated $1.21K.
  • Travelers Companies made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #381 holding.
  • Founders Financial Alliance first reported a position in Travelers Companies in Q3 2020 and has held it in 6 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.