Impact Partnership Wealth
TRV icon

Impact Partnership Wealth’s Travelers Companies TRV Stock Holding History

Impact Partnership Wealth’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
Q3 		$2.31M Sell
6,489
-122
-2% -$44.7K 0.2% 72
2026
Q2 		$2.18M Buy
+6,611
New +$2M 0.21% 62
2026
Q1 		– Sell
-5,059
Closed -$1.47M – 444
2025
Q4 		$1.47M Buy
5,059
+1,213
+32% +$341K 0.19% 66
2025
Q3 		$1.07M Buy
3,846
+955
+33% +$256K 0.16% 87
2025
Q2 		$773K Buy
2,891
+147
+5% +$38.8K 0.14% 68
2025
Q1 		$726K Buy
2,744
+509
+23% +$127K 0.16% 71
2024
Q4 		$538K Buy
+2,235
New +$558K 0.11% 117

Other funds holding TRV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Impact Partnership Wealth's TRV Position: Q3 2026 in Review

Impact Partnership Wealth reduced its Travelers Companies (TRV) stake by 1.8% in Q3 2026, selling an estimated $44.7K and leaving 6,489 shares worth $2.31M. The position accounts for 0.2% of the portfolio, ranked #72.

Impact Partnership Wealth first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,675 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Impact Partnership Wealth held 6,489 shares of Travelers Companies worth $2.31M as of Q3 2026.
  • Impact Partnership Wealth sold 122 Travelers Companies shares in Q3 2026, an estimated $44.7K.
  • Travelers Companies made up 0.2% of Impact Partnership Wealth's portfolio in Q3 2026, its #72 holding.
  • Impact Partnership Wealth first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.