Larson Financial Group
TRV icon

Larson Financial Group’s Travelers Companies TRV Stock Holding History

Larson 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
Q3 		$959K Buy
2,691
+395
+17% +$145K 0.02% 379
2026
Q2 		$758K Buy
2,296
+112
+5% +$33.9K 0.02% 440
2026
Q1 		$637K Sell
2,184
-23
-1% -$6.74K 0.02% 408
2025
Q4 		$640K Sell
2,207
-199
-8% -$56K 0.02% 400
2025
Q3 		$672K Sell
2,406
-1,175
-33% -$315K 0.02% 394
2025
Q2 		$958K Buy
3,581
+140
+4% +$36.9K 0.04% 299
2025
Q1 		$910K Buy
3,441
+1,474
+75% +$367K 0.04% 281
2024
Q4 		$474K Sell
1,967
-240
-11% -$59.9K 0.02% 370
2024
Q3 		$517K Buy
2,207
+1,451
+192% +$320K 0.03% 330
2024
Q2 		$154K Buy
756
+632
+510% +$136K 0.01% 539
2024
Q1 		$28.6K Sell
124
-200
-62% -$42.7K ﹤0.01% 814
2023
Q4 		$61.7K Sell
324
-1
-0.3% -$173 0.01% 594
2023
Q3 		$53.1K Buy
325
+201
+162% +$33.6K 0.01% 593
2023
Q2 		$21.5K Hold
124
– – ﹤0.01% 723
2023
Q1 		$21.2K Hold
124
– – ﹤0.01% 726
2022
Q4 		$23.2K Buy
124
+1
+0.8% +$180 ﹤0.01% 662
2022
Q3 		$19K Hold
123
– – ﹤0.01% 643
2022
Q2 		$21K Hold
123
– – ﹤0.01% 542
2022
Q1 		$23K Hold
123
– – ﹤0.01% 504
2021
Q4 		$19K Buy
123
+100
+435% +$15.6K ﹤0.01% 559
2021
Q3 		$3K Hold
23
– – ﹤0.01% 756
2021
Q2 		$3K Hold
23
– – ﹤0.01% 703
2021
Q1 		$3K Hold
23
– – ﹤0.01% 683
2020
Q4 		$3K Buy
23
+1
+5% +$128 ﹤0.01% 614
2020
Q3 		$2K Sell
22
-4
-15% -$459 ﹤0.01% 619
2020
Q2 		$3K Hold
26
– – ﹤0.01% 536
2020
Q1 		$3K Buy
+26
New +$3.23K ﹤0.01% 413
2019
Q4 		– Sell
-26
Closed -$4K – 662
2019
Q3 		$4K Buy
+26
New +$3.86K ﹤0.01% 391
2019
Q1 		– Sell
-25
Closed -$3K – 541
2018
Q4 		$3K Buy
+25
New +$3.13K ﹤0.01% 334

Other funds holding TRV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Larson Financial Group's TRV Position: Q3 2026 in Review

Larson Financial Group increased its Travelers Companies (TRV) stake by 17% in Q3 2026, buying an estimated $145K and bringing the position to 2,691 shares worth $959K. The position accounts for 0.02% of the portfolio, ranked #379.

Larson Financial Group first reported a position in TRV in Q4 2018 and has held it in 29 quarters since. 1,293 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Larson Financial Group held 2,691 shares of Travelers Companies worth $959K as of Q3 2026.
  • Larson Financial Group bought 395 Travelers Companies shares in Q3 2026, an estimated $145K.
  • Travelers Companies made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #379 holding.
  • Larson Financial Group first reported a position in Travelers Companies in Q4 2018 and has held it in 29 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.