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KFA Private Wealth Group’s Travelers Companies TRV Stock Holding History

KFA Private Wealth 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
Q1 		$299K Buy
1,024
+2
+0.2% +$586 0.07% 130
2025
Q4 		$297K Buy
1,022
+2
+0.2% +$563 0.07% 124
2025
Q3 		$285K Buy
+1,020
New +$273K 0.08% 115

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

KFA Private Wealth Group's TRV Position: Q1 2026 in Review

KFA Private Wealth Group increased its Travelers Companies (TRV) stake by 0.2% in Q1 2026, buying an estimated $586 and bringing the position to 1,024 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #130.

KFA Private Wealth Group first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • KFA Private Wealth Group held 1,024 shares of Travelers Companies worth $299K as of Q1 2026.
  • KFA Private Wealth Group bought 2 Travelers Companies shares in Q1 2026, an estimated $586.
  • Travelers Companies made up 0.07% of KFA Private Wealth Group's portfolio in Q1 2026, its #130 holding.
  • KFA Private Wealth Group first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.