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Legacy Financial Advisors’s Travelers Companies TRV Stock Holding History

Legacy Financial 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 		$605K Sell
1,832
-72
-4% -$21.8K 0.07% 217
2026
Q1 		$556K Buy
1,904
+315
+20% +$92.3K 0.08% 220
2025
Q4 		$461K Sell
1,589
-11
-0.7% -$3.1K 0.06% 236
2025
Q3 		$447K Buy
1,600
+377
+31% +$101K 0.06% 245
2025
Q2 		$327K Buy
1,223
+60
+5% +$15.8K 0.05% 258
2025
Q1 		$308K Buy
1,163
+25
+2% +$6.23K 0.05% 267
2024
Q4 		$274K Buy
1,138
+101
+10% +$25.2K 0.05% 285
2024
Q3 		$243K Buy
+1,037
New +$229K 0.04% 310
2024
Q2 		– Sell
-1,008
Closed -$232K – 358
2024
Q1 		$232K Buy
+1,008
New +$215K 0.04% 291
2019
Q2 		– Sell
-685
Closed -$94K – 840
2019
Q1 		$94K Sell
685
-46
-6% -$5.88K 0.03% 175
2018
Q4 		$88K Buy
731
+537
+277% +$67.2K 0.03% 154
2018
Q3 		$25K Hold
194
– – 0.01% 342
2018
Q2 		$25K Buy
+194
New +$25.4K 0.01% 348
2018
Q1 		– Sell
-217
Closed -$29K – 906
2017
Q4 		$29K Buy
+217
New +$28.6K 0.01% 313

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

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

Legacy Financial Advisors reduced its Travelers Companies (TRV) stake by 3.8% in Q2 2026, selling an estimated $21.8K and leaving 1,832 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #217.

Legacy Financial Advisors first reported a position in TRV in Q4 2017 and has held it in 14 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Legacy Financial Advisors held 1,832 shares of Travelers Companies worth $605K as of Q2 2026.
  • Legacy Financial Advisors sold 72 Travelers Companies shares in Q2 2026, an estimated $21.8K.
  • Travelers Companies made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Legacy Financial Advisors first reported a position in Travelers Companies in Q4 2017 and has held it in 14 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.