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Lyell Wealth Management’s Travelers Companies TRV Stock Holding History

Lyell 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
Q1 		$614K Buy
2,106
+809
+62% +$237K 0.05% 141
2025
Q4 		$376K Buy
1,297
+142
+12% +$40K 0.03% 164
2025
Q3 		$322K Hold
1,155
– – 0.02% 177
2025
Q2 		$309K Buy
+1,155
New +$304K 0.02% 176

Other funds holding TRV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lyell Wealth Management's TRV Position: Q1 2026 in Review

Lyell Wealth Management increased its Travelers Companies (TRV) stake by 62% in Q1 2026, buying an estimated $237K and bringing the position to 2,106 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #141.

Lyell Wealth Management first reported a position in TRV in Q2 2025 and has held it in 4 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Lyell Wealth Management held 2,106 shares of Travelers Companies worth $614K as of Q1 2026.
  • Lyell Wealth Management bought 809 Travelers Companies shares in Q1 2026, an estimated $237K.
  • Travelers Companies made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Lyell Wealth Management first reported a position in Travelers Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.