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Garton & Associates Financial Advisors’s Travelers Companies TRV Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-230
Closed -$66.8K – 645
2025
Q4 		$66.8K Buy
+230
New +$64.7K 0.04% 314

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Vanguard Portfolio Management
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Massachusetts Financial Services
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JP Morgan Chase
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Morgan Stanley
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Dimensional Fund Advisors
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Garton & Associates Financial Advisors's TRV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 230 shares — an estimated $66.8K sold.

Garton & Associates Financial Advisors first reported a position in TRV in Q4 2025 and held it in 1 quarter. The position peaked at $66.8K in Q4 2025. 1,794 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 230 Travelers Companies shares in Q1 2026, an estimated $66.8K.
  • Garton & Associates Financial Advisors first reported a position in Travelers Companies in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Travelers Companies position peaked at $66.8K in Q4 2025.
  • 1,794 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.