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Greykasell Wealth Strategies’s Travelers Companies TRV Stock Holding History

Greykasell Wealth Strategies’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 		$29.2K Hold
100
– – 0.01% 296
2025
Q4 		$29K Hold
100
– – 0.01% 279
2025
Q3 		$27.9K Hold
100
– – 0.01% 239
2025
Q2 		$26.8K Hold
100
– – 0.01% 211
2025
Q1 		$26.4K Buy
+100
New +$24.9K 0.01% 206

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

Greykasell Wealth Strategies's TRV Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Travelers Companies (TRV) position steady in Q1 2026 at 100 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #296.

Greykasell Wealth Strategies first reported a position in TRV in Q1 2025 and has held it in 5 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Greykasell Wealth Strategies held 100 shares of Travelers Companies worth $29.2K as of Q1 2026.
  • Greykasell Wealth Strategies left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #296 holding.
  • Greykasell Wealth Strategies first reported a position in Travelers Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.