KFG
TRV icon

Kelly Financial Group’s Travelers Companies TRV Stock Holding History

Kelly 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
2026
Q2 		$377K Buy
1,148
+192
+20% +$58.2K 0.08% 67
2026
Q1 		$279K Sell
956
-3
-0.3% -$879 0.07% 78
2025
Q4 		$278K Sell
959
-2
-0.2% -$563 0.07% 70
2025
Q3 		$268K Hold
961
– – 0.07% 74
2025
Q2 		$256K Buy
+961
New +$253K 0.07% 71

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kelly Financial Group's TRV Position: Q2 2026 in Review

Kelly Financial Group increased its Travelers Companies (TRV) stake by 20% in Q2 2026, buying an estimated $58.2K and bringing the position to 1,148 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #67.

Kelly Financial Group first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Kelly Financial Group held 1,148 shares of Travelers Companies worth $377K as of Q2 2026.
  • Kelly Financial Group bought 192 Travelers Companies shares in Q2 2026, an estimated $58.2K.
  • Travelers Companies made up 0.08% of Kelly Financial Group's portfolio in Q2 2026, its #67 holding.
  • Kelly Financial Group first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.