LWM
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Lodestone Wealth Management’s Travelers Companies TRV Stock Holding History

Lodestone Wealth Management’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 		$9.24K Hold
28
– – ﹤0.01% 528
2026
Q1 		$8.17K Hold
28
– – ﹤0.01% 538
2025
Q4 		$8.12K Buy
+28
New +$7.88K ﹤0.01% 534

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

Lodestone Wealth Management's TRV Position: Q2 2026 in Review

Lodestone Wealth Management held its Travelers Companies (TRV) position steady in Q2 2026 at 28 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Lodestone Wealth Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Lodestone Wealth Management held 28 shares of Travelers Companies worth $9.24K as of Q2 2026.
  • Lodestone Wealth Management left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #528 holding.
  • Lodestone Wealth Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.