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Integrated Advisors Network’s Travelers Companies TRV Stock Holding History

Integrated Advisors Network’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 		$963K Buy
2,918
+12
+0.4% +$3.64K 0.04% 329
2026
Q1 		$848K Buy
2,906
+15
+0.5% +$4.39K 0.04% 347
2025
Q4 		$839K Sell
2,891
-83
-3% -$23.4K 0.04% 377
2025
Q3 		$830K Buy
2,974
+31
+1% +$8.3K 0.03% 401
2025
Q2 		$787K Buy
2,943
+941
+47% +$248K 0.04% 403
2025
Q1 		$529K Sell
2,002
-22
-1% -$5.48K 0.03% 449
2024
Q4 		$487K Sell
2,024
-3
-0.1% -$749 0.02% 462
2024
Q3 		$474K Sell
2,027
-17
-0.8% -$3.75K 0.02% 487
2024
Q2 		$416K Sell
2,044
-18,022
-90% -$3.87M 0.02% 497
2024
Q1 		$4.62M Sell
20,066
-810
-4% -$173K 0.23% 117
2023
Q4 		$3.98M Buy
20,876
+19,032
+1,032% +$3.3M 0.22% 122
2023
Q3 		$301K Sell
1,844
-116
-6% -$19.4K 0.02% 536
2023
Q2 		$340K Sell
1,960
-209
-10% -$36.9K 0.02% 514
2023
Q1 		$372K Buy
2,169
+66
+3% +$12K 0.02% 503
2022
Q4 		$394K Buy
2,103
+84
+4% +$15.1K 0.03% 459
2022
Q3 		$309K Sell
2,019
-124
-6% -$20.2K 0.02% 499
2022
Q2 		$362K Buy
2,143
+164
+8% +$28.5K 0.02% 484
2022
Q1 		$362K Sell
1,979
-52
-3% -$8.91K 0.02% 508
2021
Q4 		$318K Buy
2,031
+69
+4% +$10.8K 0.02% 521
2021
Q3 		$298K Buy
1,962
+32
+2% +$4.95K 0.02% 518
2021
Q2 		$289K Buy
1,930
+39
+2% +$6.05K 0.02% 488
2021
Q1 		$284K Sell
1,891
-137
-7% -$20.1K 0.03% 443
2020
Q4 		$285K Buy
2,028
+101
+5% +$13K 0.03% 404
2020
Q3 		$208K Sell
1,927
-89
-4% -$10.2K 0.03% 413
2020
Q2 		$230K Sell
2,016
-168
-8% -$17.7K 0.03% 396
2020
Q1 		$217K Sell
2,184
-251
-10% -$31.2K 0.04% 332
2019
Q4 		$333K Buy
+2,435
New +$331K 0.04% 302

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
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

Integrated Advisors Network's TRV Position: Q2 2026 in Review

Integrated Advisors Network increased its Travelers Companies (TRV) stake by 0.41% in Q2 2026, buying an estimated $3.64K and bringing the position to 2,918 shares worth $963K. The position accounts for 0.04% of the portfolio, ranked #329.

Integrated Advisors Network first reported a position in TRV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.62M in Q1 2024. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Integrated Advisors Network held 2,918 shares of Travelers Companies worth $963K as of Q2 2026.
  • Integrated Advisors Network bought 12 Travelers Companies shares in Q2 2026, an estimated $3.64K.
  • Travelers Companies made up 0.04% of Integrated Advisors Network's portfolio in Q2 2026, its #329 holding.
  • Integrated Advisors Network first reported a position in Travelers Companies in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's Travelers Companies position peaked at $4.62M in Q1 2024.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.