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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Iron Horse Wealth Management's TRV Position: Q2 2025 in Review

Iron Horse Wealth Management held its Travelers Companies (TRV) position steady in Q2 2025 at 58 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Iron Horse Wealth Management first reported a position in TRV in Q4 2020 and has held it in 10 quarters since. 1,636 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

Iron Horse Wealth Management held 58 shares of Travelers Companies worth $15.5K as of Q2 2025.
Iron Horse Wealth Management left its Travelers Companies share count unchanged in Q2 2025.
Travelers Companies made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #231 holding.
Iron Horse Wealth Management first reported a position in Travelers Companies in Q4 2020 and has held it in 10 quarters since.
1,636 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.