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Gen-Wealth Partners’s Travelers Companies TRV Stock Holding History

Gen-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
Q1 		$1.77M Buy
6,082
+136
+2% +$39.8K 0.56% 50
2025
Q4 		$1.72M Buy
5,946
+164
+3% +$46.2K 0.55% 47
2025
Q3 		$1.61M Buy
5,782
+489
+9% +$131K 0.55% 45
2025
Q2 		$1.42M Sell
5,293
-192
-4% -$50.6K 0.55% 50
2025
Q1 		$1.45M Buy
5,485
+437
+9% +$109K 0.61% 40
2024
Q4 		$1.22M Sell
5,048
-230
-4% -$57.4K 0.52% 50
2024
Q3 		$1.32M Sell
5,278
-128
-2% -$28.2K 0.58% 36
2024
Q2 		$1.1M Buy
5,406
+152
+3% +$32.7K 0.53% 45
2024
Q1 		$1.21M Buy
+5,254
New +$1.12M 0.6% 39

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gen-Wealth Partners's TRV Position: Q1 2026 in Review

Gen-Wealth Partners increased its Travelers Companies (TRV) stake by 2.3% in Q1 2026, buying an estimated $39.8K and bringing the position to 6,082 shares worth $1.77M. The position accounts for 0.56% of the portfolio, ranked #50.

Gen-Wealth Partners first reported a position in TRV in Q1 2024 and has held it in 9 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Gen-Wealth Partners held 6,082 shares of Travelers Companies worth $1.77M as of Q1 2026.
  • Gen-Wealth Partners bought 136 Travelers Companies shares in Q1 2026, an estimated $39.8K.
  • Travelers Companies made up 0.56% of Gen-Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • Gen-Wealth Partners first reported a position in Travelers Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.