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IAG Wealth Partners’s Travelers Companies TRV Stock Holding History

IAG Wealth Partners’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
Q2 		– Sell
-7
Closed -$1.85K – 521
2025
Q1 		$1.85K Buy
+7
New +$1.74K ﹤0.01% 449
2024
Q4 		– Sell
-10
Closed -$2.34K – 540
2024
Q3 		$2.34K Buy
+10
New +$2.21K ﹤0.01% 443
2024
Q2 		– Sell
-6
Closed -$1.38K – 522
2024
Q1 		$1.38K Buy
+6
New +$1.28K ﹤0.01% 416
2020
Q3 		– Sell
-14
Closed -$2K – 430
2020
Q2 		$2K Hold
14
– – ﹤0.01% 372
2020
Q1 		$2K Hold
14
– – ﹤0.01% 357
2019
Q4 		$2K Buy
+14
New +$1.91K ﹤0.01% 393

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IAG Wealth Partners's TRV Position: Q2 2025 in Review

IAG Wealth Partners sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 7 shares — an estimated $1.85K sold.

IAG Wealth Partners first reported a position in TRV in Q4 2019 and held it in 6 quarters. The position peaked at $2.34K in Q3 2024. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • IAG Wealth Partners reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 7 Travelers Companies shares in Q2 2025, an estimated $1.85K.
  • IAG Wealth Partners first reported a position in Travelers Companies in Q4 2019 and held it in 6 quarters.
  • IAG Wealth Partners's Travelers Companies position peaked at $2.34K in Q3 2024.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.