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Freedom Financial Partners’s Travelers Companies TRV Stock Holding History

Freedom 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
2025
Q2 		– Sell
-860
Closed -$227K – 77
2025
Q1 		$227K Buy
860
+1
+0.1% +$249 0.11% 68
2024
Q4 		$207K Buy
+859
New +$214K 0.1% 69

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Freedom Financial Partners's TRV Position: Q2 2025 in Review

Freedom Financial Partners sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 860 shares — an estimated $227K sold.

Freedom Financial Partners first reported a position in TRV in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Freedom Financial Partners reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • Freedom Financial Partners sold 860 Travelers Companies shares in Q2 2025, an estimated $227K.
  • Freedom Financial Partners first reported a position in Travelers Companies in Q4 2024 and held it in 2 quarters.
  • Freedom Financial Partners's Travelers Companies position peaked at $227K in Q1 2025.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Freedom Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.