GWP
TRV icon

Gateway Wealth Partners’s Travelers Companies TRV Stock Holding History

Gateway Wealth 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 		$326K Sell
988
-137
-12% -$41.5K 0.02% 602
2026
Q1 		$328K Buy
+1,125
New +$330K 0.01% 728

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

Gateway Wealth Partners's TRV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Travelers Companies (TRV) stake by 12% in Q2 2026, selling an estimated $41.5K and leaving 988 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #602.

Gateway Wealth Partners first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. The position peaked at $328K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Gateway Wealth Partners held 988 shares of Travelers Companies worth $326K as of Q2 2026.
  • Gateway Wealth Partners sold 137 Travelers Companies shares in Q2 2026, an estimated $41.5K.
  • Travelers Companies made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #602 holding.
  • Gateway Wealth Partners first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Travelers Companies position peaked at $328K in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.