HWA
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HCR Wealth Advisors’s Travelers Companies TRV Stock Holding History

HCR Wealth 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
2026
Q2 		$344K Sell
1,043
-14
-1% -$4.24K 0.03% 200
2026
Q1 		$308K Buy
1,057
+10
+1% +$2.93K 0.03% 198
2025
Q4 		$304K Buy
1,047
+24
+2% +$6.75K 0.03% 195
2025
Q3 		$286K Hold
1,023
– – 0.03% 191
2025
Q2 		$274K Hold
1,023
– – 0.03% 195
2025
Q1 		$271K Hold
1,023
– – 0.04% 191
2024
Q4 		$246K Hold
1,023
– – 0.03% 199
2024
Q3 		$240K Hold
1,023
– – 0.03% 207
2024
Q2 		$208K Hold
1,023
– – 0.03% 212
2024
Q1 		$235K Buy
+1,023
New +$219K 0.04% 198

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

HCR Wealth Advisors's TRV Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Travelers Companies (TRV) stake by 1.3% in Q2 2026, selling an estimated $4.24K and leaving 1,043 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #200.

HCR Wealth Advisors first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • HCR Wealth Advisors held 1,043 shares of Travelers Companies worth $344K as of Q2 2026.
  • HCR Wealth Advisors sold 14 Travelers Companies shares in Q2 2026, an estimated $4.24K.
  • Travelers Companies made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • HCR Wealth Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.