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Kaufman Rossin Wealth’s Travelers Companies TRV Stock Holding History

Kaufman Rossin 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 		– Sell
-882
Closed -$256K – 153
2025
Q4 		$256K Hold
882
– – 0.13% 126
2025
Q3 		$246K Sell
882
-57
-6% -$15.3K 0.13% 118
2025
Q2 		$251K Sell
939
-340
-27% -$89.6K 0.16% 106
2025
Q1 		$338K Buy
+1,279
New +$319K 0.24% 75

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

Kaufman Rossin Wealth's TRV Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 882 shares — an estimated $256K sold.

Kaufman Rossin Wealth first reported a position in TRV in Q1 2025 and held it in 4 quarters. The position peaked at $338K in Q1 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 882 Travelers Companies shares in Q1 2026, an estimated $256K.
  • Kaufman Rossin Wealth first reported a position in Travelers Companies in Q1 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's Travelers Companies position peaked at $338K in Q1 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.