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HFM Investment Advisors’s Travelers Companies TRV Stock Holding History

HFM Investment 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 		$7.59K Buy
23
+11
+92% +$3.33K ﹤0.01% 142
2026
Q1 		$3.5K Hold
12
– – ﹤0.01% 176
2025
Q4 		$3.48K Hold
12
– – ﹤0.01% 229
2025
Q3 		$3.35K Sell
12
-1
-8% -$268 ﹤0.01% 140
2025
Q2 		$3.48K Buy
13
+8
+160% +$2.11K ﹤0.01% 143
2025
Q1 		$1.32K Buy
+5
New +$1.25K ﹤0.01% 149

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HFM Investment Advisors's TRV Position: Q2 2026 in Review

HFM Investment Advisors increased its Travelers Companies (TRV) stake by 92% in Q2 2026, buying an estimated $3.33K and bringing the position to 23 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

HFM Investment Advisors first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • HFM Investment Advisors held 23 shares of Travelers Companies worth $7.59K as of Q2 2026.
  • HFM Investment Advisors bought 11 Travelers Companies shares in Q2 2026, an estimated $3.33K.
  • Travelers Companies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • HFM Investment Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.