KWM
TRV icon

Kingsview Wealth Management’s Travelers Companies TRV Stock Holding History

Kingsview Wealth Management’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 		$4.56M Sell
13,826
-11,555
-46% -$3.5M 0.06% 322
2026
Q1 		$7.4M Buy
25,381
+11,342
+81% +$3.32M 0.1% 199
2025
Q4 		$4.07M Sell
14,039
-90
-0.6% -$25.3K 0.06% 317
2025
Q3 		$3.95M Buy
14,129
+299
+2% +$80.1K 0.06% 316
2025
Q2 		$3.7M Buy
13,830
+23
+0.2% +$6.06K 0.06% 301
2025
Q1 		$3.65M Sell
13,807
-267
-2% -$66.5K 0.07% 265
2024
Q4 		$3.39M Buy
14,074
+84
+0.6% +$21K 0.07% 281
2024
Q3 		$3.28M Sell
13,990
-8,438
-38% -$1.86M 0.07% 259
2024
Q2 		$4.56M Buy
22,428
+8,833
+65% +$1.9M 0.11% 194
2024
Q1 		$3.13M Sell
13,595
-6,934
-34% -$1.48M 0.08% 245
2023
Q4 		$3.91M Buy
20,529
+7,244
+55% +$1.25M 0.12% 174
2023
Q3 		$2.17M Sell
13,285
-1,301
-9% -$217K 0.08% 264
2023
Q2 		$2.53M Buy
14,586
+11,777
+419% +$2.08M 0.1% 210
2023
Q1 		$481K Sell
2,809
-123
-4% -$22.4K 0.02% 585
2022
Q4 		$550K Sell
2,932
-585
-17% -$105K 0.02% 482
2022
Q3 		$539K Sell
3,517
-5,689
-62% -$925K 0.03% 481
2022
Q2 		$1.56M Buy
9,206
+4,390
+91% +$763K 0.07% 263
2022
Q1 		$880K Buy
4,816
+2,000
+71% +$343K 0.04% 430
2021
Q4 		$441K Buy
+2,816
New +$440K 0.02% 608

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

Kingsview Wealth Management's TRV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Travelers Companies (TRV) stake by 46% in Q2 2026, selling an estimated $3.5M and leaving 13,826 shares worth $4.56M. The position accounts for 0.06% of the portfolio, ranked #322.

Kingsview Wealth Management first reported a position in TRV in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.4M in Q1 2026. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Kingsview Wealth Management held 13,826 shares of Travelers Companies worth $4.56M as of Q2 2026.
  • Kingsview Wealth Management sold 11,555 Travelers Companies shares in Q2 2026, an estimated $3.5M.
  • Travelers Companies made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Kingsview Wealth Management first reported a position in Travelers Companies in Q4 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's Travelers Companies position peaked at $7.4M in Q1 2026.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.