HBW Advisory Services’s Travelers Companies TRV Stock Holding History

HBW Advisory Services’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 Q3	$214K	Buy	+600	New	+$220K	0.02%	419

Other funds holding TRV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HBW Advisory Services's TRV Position: Q3 2026 in Review

HBW Advisory Services opened a new position in Travelers Companies (TRV) in Q3 2026: 600 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #419 among its holdings.

1,484 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

HBW Advisory Services held 600 shares of Travelers Companies worth $214K as of Q3 2026.
Travelers Companies was a new HBW Advisory Services position in Q3 2026.
Travelers Companies made up 0.02% of HBW Advisory Services's portfolio in Q3 2026, its #419 holding.
1,484 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.