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Main Street Financial Solutions’s Travelers Companies TRV Stock Holding History

Main Street Financial Solutions’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 		$490K Buy
+1,485
New +$450K 0.03% 367
2025
Q4 		– Sell
-1,205
Closed -$337K – 637
2025
Q3 		$337K Buy
1,205
+81
+7% +$21.7K 0.02% 471
2025
Q2 		$301K Buy
1,124
+306
+37% +$80.7K 0.02% 450
2025
Q1 		$216K Buy
+818
New +$204K 0.02% 472
2024
Q4 		– Sell
-879
Closed -$206K – 563
2024
Q3 		$206K Sell
879
-209
-19% -$46.1K 0.02% 502
2024
Q2 		$221K Sell
1,088
-30
-3% -$6.45K 0.02% 493
2024
Q1 		$257K Buy
+1,118
New +$239K 0.03% 441
2022
Q3 		– Sell
-1,234
Closed -$209K – 473
2022
Q2 		$209K Sell
1,234
-490
-28% -$85.2K 0.03% 425
2022
Q1 		$315K Hold
1,724
– – 0.05% 351
2021
Q4 		$270K Buy
1,724
+93
+6% +$14.5K 0.04% 396
2021
Q3 		$248K Buy
1,631
+28
+2% +$4.33K 0.04% 401
2021
Q2 		$240K Buy
1,603
+3
+0.2% +$465 0.04% 395
2021
Q1 		$241K Sell
1,600
-327
-17% -$48.1K 0.04% 371
2020
Q4 		$271K Buy
+1,927
New +$247K 0.06% 317

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

Main Street Financial Solutions's TRV Position: Q2 2026 in Review

Main Street Financial Solutions opened a new position in Travelers Companies (TRV) in Q2 2026: 1,485 shares worth $490K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings. This is a return to the name: Main Street Financial Solutions previously reported a position in TRV as recently as Q3 2025.

Main Street Financial Solutions first reported a position in TRV in Q4 2020 and has held it in 14 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Main Street Financial Solutions held 1,485 shares of Travelers Companies worth $490K as of Q2 2026.
  • Travelers Companies was a new Main Street Financial Solutions position in Q2 2026.
  • Travelers Companies made up 0.03% of Main Street Financial Solutions's portfolio in Q2 2026, its #367 holding.
  • Main Street Financial Solutions first reported a position in Travelers Companies in Q4 2020 and has held it in 14 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.