MWM
TRV icon

Maimon Wealth Management’s Travelers Companies TRV Stock Holding History

Maimon 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 		$242K Hold
734
– – 0.19% 71
2026
Q1 		$214K Hold
734
– – 0.19% 69
2025
Q4 		$213K Buy
+734
New +$207K 0.2% 63

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

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

Maimon Wealth Management held its Travelers Companies (TRV) position steady in Q2 2026 at 734 shares worth $242K. The position accounts for 0.19% of the portfolio, ranked #71.

Maimon Wealth Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,841 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Maimon Wealth Management held 734 shares of Travelers Companies worth $242K as of Q2 2026.
  • Maimon Wealth Management left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.19% of Maimon Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Maimon Wealth Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,841 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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