JSW
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Journey Strategic Wealth’s Travelers Companies TRV Stock Holding History

Journey Strategic Wealth’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
Q1 		$774K Buy
2,655
+679
+34% +$199K 0.02% 238
2025
Q4 		$573K Buy
1,976
+4
+0.2% +$1.13K 0.02% 276
2025
Q3 		$551K Buy
1,972
+451
+30% +$121K 0.02% 270
2025
Q2 		$407K Buy
1,521
+600
+65% +$158K 0.01% 342
2025
Q1 		$244K Buy
921
+79
+9% +$19.7K 0.01% 400
2024
Q4 		$203K Buy
+842
New +$210K 0.01% 468

Other funds holding TRV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Journey Strategic Wealth's TRV Position: Q1 2026 in Review

Journey Strategic Wealth increased its Travelers Companies (TRV) stake by 34% in Q1 2026, buying an estimated $199K and bringing the position to 2,655 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #238.

Journey Strategic Wealth first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Journey Strategic Wealth held 2,655 shares of Travelers Companies worth $774K as of Q1 2026.
  • Journey Strategic Wealth bought 679 Travelers Companies shares in Q1 2026, an estimated $199K.
  • Travelers Companies made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #238 holding.
  • Journey Strategic Wealth first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.