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FourThought Financial Partners’s Travelers Companies TRV Stock Holding History

FourThought Financial Partners’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 		$265K Sell
803
-13
-2% -$3.94K 0.02% 311
2026
Q1 		$238K Sell
816
-120
-13% -$35.2K 0.02% 323
2025
Q4 		$271K Buy
936
+106
+13% +$29.8K 0.02% 355
2025
Q3 		$232K Hold
830
– – 0.02% 430
2025
Q2 		$222K Hold
830
– – 0.02% 276
2025
Q1 		$220K Buy
+830
New +$207K 0.02% 293

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

FourThought Financial Partners's TRV Position: Q2 2026 in Review

FourThought Financial Partners reduced its Travelers Companies (TRV) stake by 1.6% in Q2 2026, selling an estimated $3.94K and leaving 803 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #311.

FourThought Financial Partners first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. The position peaked at $271K in Q4 2025. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • FourThought Financial Partners held 803 shares of Travelers Companies worth $265K as of Q2 2026.
  • FourThought Financial Partners sold 13 Travelers Companies shares in Q2 2026, an estimated $3.94K.
  • Travelers Companies made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #311 holding.
  • FourThought Financial Partners first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • FourThought Financial Partners's Travelers Companies position peaked at $271K in Q4 2025.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.