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Legacy Investment Solutions’s Travelers Companies TRV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$3.21K Buy
+12
New +$3.16K ﹤0.01% 449
2024
Q4 		$2.94K Buy
+12
New +$3K ﹤0.01% 448

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legacy Investment Solutions's TRV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Travelers Companies (TRV) in Q2 2025: 12 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TRV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TRV in Q4 2024 and has held it in 2 quarters since. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Legacy Investment Solutions held 12 shares of Travelers Companies worth $3.21K as of Q2 2025.
  • Travelers Companies was a new Legacy Investment Solutions position in Q2 2025.
  • Travelers Companies made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #449 holding.
  • Legacy Investment Solutions first reported a position in Travelers Companies in Q4 2024 and has held it in 2 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.