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Leo Wealth LLC’s Travelers Companies TRV Stock Holding History

Leo Wealth LLC’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 		$981K Buy
+3,364
New +$985K 0.07% 187

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Leo Wealth LLC's TRV Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Travelers Companies (TRV) in Q1 2026: 3,364 shares worth $981K. The stake represents 0.07% of the portfolio and ranks #187 among its holdings.

1,797 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Leo Wealth LLC held 3,364 shares of Travelers Companies worth $981K as of Q1 2026.
  • Travelers Companies was a new Leo Wealth LLC position in Q1 2026.
  • Travelers Companies made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #187 holding.
  • 1,797 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.