Kelleher Financial Advisors’s Travelers Companies TRV Stock Holding History

Kelleher Financial Advisors’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 Q2	$20.8K	Buy	+63	New	+$19.1K	﹤0.01%	543

Other funds holding TRV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Kelleher Financial Advisors's TRV Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Travelers Companies (TRV) in Q2 2026: 63 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Kelleher Financial Advisors held 63 shares of Travelers Companies worth $20.8K as of Q2 2026.
Travelers Companies was a new Kelleher Financial Advisors position in Q2 2026.
Travelers Companies made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #543 holding.
1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.