Legacy Edge Advisors’s Travelers Companies TRV Stock Holding History

Legacy Edge 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	$326K	Buy	989 +30	+3%	+$9.09K	0.03%	178
2026 Q1	$280K	Sell	959 -10	-1%	-$2.93K	0.03%	189
2025 Q4	$281K	Sell	969 -30	-3%	-$8.44K	0.03%	188
2025 Q3	$279K	Hold	999	–	–	0.03%	176
2025 Q2	$267K	Sell	999 -20	-2%	-$5.27K	0.04%	177
2025 Q1	$269K	Buy	1,019 +27	+3%	+$6.73K	0.04%	157
2024 Q4	$238K	Hold	992	–	–	0.04%	165
2024 Q3	$232K	Hold	992	–	–	0.04%	169
2024 Q2	$202K	Hold	992	–	–	0.04%	174
2024 Q1	$228K	Buy	+992	New	+$212K	0.05%	154

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Edge Advisors's TRV Position: Q2 2026 in Review

Legacy Edge Advisors increased its Travelers Companies (TRV) stake by 3.1% in Q2 2026, buying an estimated $9.09K and bringing the position to 989 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #178.

Legacy Edge Advisors first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. 1,862 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Legacy Edge Advisors held 989 shares of Travelers Companies worth $326K as of Q2 2026.
Legacy Edge Advisors bought 30 Travelers Companies shares in Q2 2026, an estimated $9.09K.
Travelers Companies made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #178 holding.
Legacy Edge Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
1,862 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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