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Independent Financial Group’s Travelers Companies TRV Stock Holding History

Independent Financial Group’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 		$252K Buy
+762
New +$231K ﹤0.01% 1353
2025
Q3 		– Sell
-1,877
Closed -$502K – 1425
2025
Q2 		$502K Sell
1,877
-760
-29% -$200K 0.01% 784
2025
Q1 		$697K Buy
2,637
+352
+15% +$87.7K 0.02% 590
2024
Q4 		$550K Buy
+2,285
New +$570K 0.02% 659

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

Independent Financial Group's TRV Position: Q2 2026 in Review

Independent Financial Group opened a new position in Travelers Companies (TRV) in Q2 2026: 762 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in TRV as recently as Q2 2025.

Independent Financial Group first reported a position in TRV in Q4 2024 and has held it in 4 quarters since. The position peaked at $697K in Q1 2025. 1,862 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Independent Financial Group held 762 shares of Travelers Companies worth $252K as of Q2 2026.
  • Travelers Companies was a new Independent Financial Group position in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1353 holding.
  • Independent Financial Group first reported a position in Travelers Companies in Q4 2024 and has held it in 4 quarters since.
  • Independent Financial Group's Travelers Companies position peaked at $697K in Q1 2025.
  • 1,862 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.