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Greenberg Financial Group’s Travelers Companies TRV Stock Holding History

Greenberg Financial Group’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
2025
Q4 		$261K Buy
+900
New +$253K 0.11% 89
2025
Q2 		$297K Hold
900
– – 0.11% 87
2025
Q1 		$263K Buy
+900
New +$224K 0.11% 84

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenberg Financial Group's TRV Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Travelers Companies (TRV) in Q4 2025: 900 shares worth $261K. The stake represents 0.11% of the portfolio and ranks #89 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in TRV as recently as Q2 2025.

Greenberg Financial Group first reported a position in TRV in Q1 2025 and has held it in 3 quarters since. The position peaked at $297K in Q2 2025. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Greenberg Financial Group held 900 shares of Travelers Companies worth $261K as of Q4 2025.
  • Travelers Companies was a new Greenberg Financial Group position in Q4 2025.
  • Travelers Companies made up 0.11% of Greenberg Financial Group's portfolio in Q4 2025, its #89 holding.
  • Greenberg Financial Group first reported a position in Travelers Companies in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Travelers Companies position peaked at $297K in Q2 2025.
  • 1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.