IHWM
TRV icon

Iron Horse Wealth Management’s Travelers Companies TRV Stock Holding History

Iron Horse Wealth Management’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 		$15.5K Hold
58
– – ﹤0.01% 231
2025
Q1 		$15.3K Buy
+58
New +$14.4K ﹤0.01% 225
2023
Q1 		– Sell
-2
Closed – – 376
2022
Q4 		$0 Hold
2
– – ﹤0.01% 278
2022
Q3 		$0 Buy
+2
New +$325 ﹤0.01% 272
2022
Q2 		– Sell
-16
Closed -$3K – 316
2022
Q1 		$3K Hold
16
– – ﹤0.01% 187
2021
Q4 		$3K Hold
16
– – ﹤0.01% 167
2021
Q3 		$2K Hold
16
– – ﹤0.01% 163
2021
Q2 		$2K Hold
16
– – ﹤0.01% 162
2021
Q1 		$2K Hold
16
– – ﹤0.01% 153
2020
Q4 		$2K Buy
+16
New +$2.06K ﹤0.01% 149

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