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MLG Wealth Management DBA Pine Grove Financial Group’s Travelers Companies TRV Stock Holding History

MLG Wealth Management DBA Pine Grove 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
2025
Q4 		$622K Buy
+2,146
New +$604K 0.08% 107

Other funds holding TRV

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's TRV Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Travelers Companies (TRV) in Q4 2025: 2,146 shares worth $622K. The stake represents 0.08% of the portfolio and ranks #107 among its holdings.

1,776 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 2,146 shares of Travelers Companies worth $622K as of Q4 2025.
  • Travelers Companies was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Travelers Companies made up 0.08% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #107 holding.
  • 1,776 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.