BPI
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BFC Planning, Inc.’s Travelers Companies TRV Stock Holding History

BFC Planning, Inc.’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 		$135K Sell
408
-736
-64% -$223K 0.01% 1105
2026
Q1 		$333K Buy
1,144
+8
+0.7% +$2.34K 0.01% 689
2025
Q4 		$329K Buy
1,136
+743
+189% +$209K 0.01% 679
2025
Q3 		$110K Buy
393
+3
+0.8% +$803 0.01% 890
2025
Q2 		$104K Sell
390
-34
-8% -$8.96K 0.01% 867
2025
Q1 		$112K Sell
424
-5
-1% -$1.25K 0.01% 822
2024
Q4 		$104K Buy
+429
New +$107K 0.01% 857

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 $1.92T AUM 36.1% 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 $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s TRV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Travelers Companies (TRV) stake by 64% in Q2 2026, selling an estimated $223K and leaving 408 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #1105.

BFC Planning, Inc. first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2026. 1,866 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • BFC Planning, Inc. held 408 shares of Travelers Companies worth $135K as of Q2 2026.
  • BFC Planning, Inc. sold 736 Travelers Companies shares in Q2 2026, an estimated $223K.
  • Travelers Companies made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1105 holding.
  • BFC Planning, Inc. first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Travelers Companies position peaked at $333K in Q1 2026.
  • 1,866 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.