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Kohmann Bosshard Financial Services’s Travelers Companies TRV Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-97
Closed -$27.9K – 574
2025
Q4 		$27.9K Buy
+97
New +$27.3K ﹤0.01% 657
2019
Q3 		– Sell
-775
Closed -$116K – 122
2019
Q2 		$116K Buy
+775
New +$112K 0.05% 106

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

Kohmann Bosshard Financial Services's TRV Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 97 shares — an estimated $27.9K sold.

Kohmann Bosshard Financial Services first reported a position in TRV in Q2 2019 and held it in 2 quarters. The position peaked at $116K in Q2 2019. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 97 Travelers Companies shares in Q1 2026, an estimated $27.9K.
  • Kohmann Bosshard Financial Services first reported a position in Travelers Companies in Q2 2019 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Travelers Companies position peaked at $116K in Q2 2019.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.