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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
Q2 		$257K Sell
778
-246
-24% -$74.6K 0.06% 131
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 $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

KFA Private Wealth Group's TRV Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Travelers Companies (TRV) stake by 24% in Q2 2026, selling an estimated $74.6K and leaving 778 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #131.

KFA Private Wealth Group first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. The position peaked at $299K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • KFA Private Wealth Group held 778 shares of Travelers Companies worth $257K as of Q2 2026.
  • KFA Private Wealth Group sold 246 Travelers Companies shares in Q2 2026, an estimated $74.6K.
  • Travelers Companies made up 0.06% of KFA Private Wealth Group's portfolio in Q2 2026, its #131 holding.
  • KFA Private Wealth Group first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • KFA Private Wealth Group's Travelers Companies position peaked at $299K in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.