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LBMC Investment Advisors’s Travelers Companies TRV Stock Holding History

LBMC Investment Advisors’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 		$578K Hold
1,750
– – 0.03% 148
2026
Q1 		$510K Hold
1,750
– – 0.03% 151
2025
Q4 		$508K Hold
1,750
– – 0.03% 140
2025
Q3 		$489K Buy
+1,750
New +$469K 0.03% 143

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

LBMC Investment Advisors's TRV Position: Q2 2026 in Review

LBMC Investment Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 1,750 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #148.

LBMC Investment Advisors first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • LBMC Investment Advisors held 1,750 shares of Travelers Companies worth $578K as of Q2 2026.
  • LBMC Investment Advisors left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • LBMC Investment Advisors first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.