Guerra Advisors’s Travelers Companies TRV Stock Holding History

Guerra Advisors’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 Q3	$4.47K	Buy	+16	New	+$4.29K	﹤0.01%	415

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guerra Advisors's TRV Position: Q3 2025 in Review

Guerra Advisors opened a new position in Travelers Companies (TRV) in Q3 2025: 16 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings.

1,666 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

Guerra Advisors held 16 shares of Travelers Companies worth $4.47K as of Q3 2025.
Travelers Companies was a new Guerra Advisors position in Q3 2025.
Travelers Companies made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #415 holding.
1,666 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.