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TOP Private Wealth LLC.’s Travelers Companies TRV Stock Holding History

TOP Private Wealth LLC.’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 		$20.1K Buy
+61
New +$18.5K 0.02% 96

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TOP Private Wealth LLC.'s TRV Position: Q2 2026 in Review

TOP Private Wealth LLC. opened a new position in Travelers Companies (TRV) in Q2 2026: 61 shares worth $20.1K. The stake represents 0.02% of the portfolio and ranks #96 among its holdings.

1,721 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • TOP Private Wealth LLC. held 61 shares of Travelers Companies worth $20.1K as of Q2 2026.
  • Travelers Companies was a new TOP Private Wealth LLC. position in Q2 2026.
  • Travelers Companies made up 0.02% of TOP Private Wealth LLC.'s portfolio in Q2 2026, its #96 holding.
  • 1,721 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on TOP Private Wealth LLC.'s 13F filing for Q2 2026, filed 13 Aug 2026.