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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
Q2 		$1.75M Buy
5,316
+3,210
+152% +$973K 0.11% 104
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 $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

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

Lyell Wealth Management increased its Travelers Companies (TRV) stake by 152% in Q2 2026, buying an estimated $973K and bringing the position to 5,316 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #104.

Lyell Wealth Management first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 1,858 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Lyell Wealth Management held 5,316 shares of Travelers Companies worth $1.75M as of Q2 2026.
  • Lyell Wealth Management bought 3,210 Travelers Companies shares in Q2 2026, an estimated $973K.
  • Travelers Companies made up 0.11% of Lyell Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Lyell Wealth Management first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.