Legacy Financial Group (Iowa)’s Travelers Companies TRV Stock Holding History

Legacy Financial Group (Iowa)’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	$743K	Buy	2,547 +3	+0.1%	+$879	0.09%	69
2025 Q4	$751K	Sell	2,544 -66	-3%	-$18.6K	0.09%	69
2025 Q3	$729K	Buy	2,610 +23	+0.9%	+$6.16K	0.1%	66
2025 Q2	$692K	Buy	2,587 +199	+8%	+$52.5K	0.1%	63
2025 Q1	$631K	Sell	2,388 -218	-8%	-$54.3K	0.1%	61
2024 Q4	$628K	Buy	+2,606	New	+$651K	0.1%	66
2024 Q3	–	Sell	-1,679	Closed	-$341K	–	96
2024 Q2	$341K	Buy	+1,679	New	+$361K	0.07%	80
2023 Q4	–	Sell	-608	Closed	-$99.3K	–	471
2023 Q3	$99.3K	Buy	+608	New	+$102K	0.02%	132

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Group (Iowa)'s TRV Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Travelers Companies (TRV) stake by 0.12% in Q1 2026, buying an estimated $879 and bringing the position to 2,547 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #69.

Legacy Financial Group (Iowa) first reported a position in TRV in Q3 2023 and has held it in 8 quarters since. The position peaked at $751K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Legacy Financial Group (Iowa) held 2,547 shares of Travelers Companies worth $743K as of Q1 2026.
Legacy Financial Group (Iowa) bought 3 Travelers Companies shares in Q1 2026, an estimated $879.
Travelers Companies made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #69 holding.
Legacy Financial Group (Iowa) first reported a position in Travelers Companies in Q3 2023 and has held it in 8 quarters since.
Legacy Financial Group (Iowa)'s Travelers Companies position peaked at $751K in Q4 2025.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.