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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Main Street Financial Solutions's TRV Position: Q4 2025 in Review

Main Street Financial Solutions sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 1,205 shares — an estimated $337K sold.

Main Street Financial Solutions first reported a position in TRV in Q4 2020 and held it in 13 quarters. The position peaked at $337K in Q3 2025. 1,770 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Main Street Financial Solutions reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 1,205 Travelers Companies shares in Q4 2025, an estimated $337K.
  • Main Street Financial Solutions first reported a position in Travelers Companies in Q4 2020 and held it in 13 quarters.
  • Main Street Financial Solutions's Travelers Companies position peaked at $337K in Q3 2025.
  • 1,770 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.