HWM
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Hemington Wealth Management’s Travelers Companies TRV Stock Holding History

Hemington Wealth Management’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 		$150K Buy
538
+18
+3% +$4.82K 0.02% 183
2025
Q2 		$139K Buy
520
+53
+11% +$14K 0.02% 181
2025
Q1 		$123K Buy
467
+53
+13% +$13.2K 0.02% 176
2024
Q4 		$99K Buy
414
+60
+17% +$15K 0.02% 193
2024
Q3 		$87K Buy
+354
New +$78K 0.02% 204

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 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

Hemington Wealth Management's TRV Position: Q3 2025 in Review

Hemington Wealth Management increased its Travelers Companies (TRV) stake by 3.5% in Q3 2025, buying an estimated $4.82K and bringing the position to 538 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #183.

Hemington Wealth Management first reported a position in TRV in Q3 2024 and has held it in 5 quarters since. 1,665 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • Hemington Wealth Management held 538 shares of Travelers Companies worth $150K as of Q3 2025.
  • Hemington Wealth Management bought 18 Travelers Companies shares in Q3 2025, an estimated $4.82K.
  • Travelers Companies made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #183 holding.
  • Hemington Wealth Management first reported a position in Travelers Companies in Q3 2024 and has held it in 5 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.