Legend Financial Advisors’s Travelers Companies TRV Stock Holding History

Legend 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
2025 Q3	–	Sell	-41	Closed	-$11K	–	150
2025 Q2	$11K	Buy	+41	New	+$10.8K	0.01%	108
2025 Q1	–	Sell	-45	Closed	-$10.8K	–	232
2024 Q4	$10.8K	Buy	45 +4	+10%	+$999	0.01%	111
2024 Q3	$9.6K	Sell	41 -4	-9%	-$882	0.01%	104
2024 Q2	$9.15K	Sell	45 -4	-8%	-$860	0.01%	150
2024 Q1	$11.3K	Buy	49 +33	+206%	+$7.05K	0.01%	130
2023 Q4	$3.05K	Buy	+16	New	+$2.77K	﹤0.01%	168
2023 Q3	–	Sell	-50	Closed	-$8.68K	–	213
2023 Q2	$8.68K	Hold	50	–	–	0.01%	159
2023 Q1	$8.57K	Sell	50 -25	-33%	-$4.55K	0.01%	164
2022 Q4	$14.1K	Buy	+75	New	+$13.5K	0.01%	139

Other funds holding TRV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legend Financial Advisors's TRV Position: Q3 2025 in Review

Legend Financial Advisors sold out of Travelers Companies (TRV) in Q3 2025, closing a stake of 41 shares — an estimated $11K sold.

Legend Financial Advisors first reported a position in TRV in Q4 2022 and held it in 9 quarters. The position peaked at $14.1K in Q4 2022. 1,670 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

Legend Financial Advisors reported no remaining Travelers Companies position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 41 Travelers Companies shares in Q3 2025, an estimated $11K.
Legend Financial Advisors first reported a position in Travelers Companies in Q4 2022 and held it in 9 quarters.
Legend Financial Advisors's Travelers Companies position peaked at $14.1K in Q4 2022.
1,670 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.