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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
Q2 		$2M Sell
6,061
-21
-0.3% -$6.36K 0.56% 49
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 $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

Gen-Wealth Partners's TRV Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Travelers Companies (TRV) stake by 0.35% in Q2 2026, selling an estimated $6.36K and leaving 6,061 shares worth $2M. The position accounts for 0.56% of the portfolio, ranked #49.

Gen-Wealth Partners first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Gen-Wealth Partners held 6,061 shares of Travelers Companies worth $2M as of Q2 2026.
  • Gen-Wealth Partners sold 21 Travelers Companies shares in Q2 2026, an estimated $6.36K.
  • Travelers Companies made up 0.56% of Gen-Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Gen-Wealth Partners first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.