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McClarren Financial Advisors’s Travelers Companies TRV Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-17
Closed -$4K – 275
2025
Q1 		$4K Buy
+17
New +$4.24K ﹤0.01% 242
2024
Q4 		– Sell
-17
Closed -$4K – 297
2024
Q3 		$4K Sell
17
-389
-96% -$85.8K ﹤0.01% 212
2024
Q2 		$10K Buy
406
+353
+666% +$75.9K 0.01% 246
2024
Q1 		$13K Buy
53
+1
+2% +$214 0.01% 232
2023
Q4 		$10K Buy
52
+1
+2% +$173 0.01% 268
2023
Q3 		$8K Hold
51
– – 0.01% 263
2023
Q2 		$8K Sell
51
-3
-6% -$529 0.01% 264
2023
Q1 		$8K Hold
54
– – 0.01% 252
2022
Q4 		$10K Hold
54
– – 0.01% 248
2022
Q3 		$8K Buy
+54
New +$8.78K 0.01% 241
2022
Q2 		– Sell
-58
Closed -$10K – 251
2022
Q1 		$10K Sell
58
-1
-2% -$171 0.01% 210
2021
Q4 		$10K Buy
59
+43
+269% +$6.72K 0.01% 238
2021
Q3 		$2K Hold
16
– – ﹤0.01% 265
2021
Q2 		$2K Hold
16
– – ﹤0.01% 286
2021
Q1 		$2K Hold
16
– – ﹤0.01% 243
2020
Q4 		$2K Buy
+16
New +$2.06K ﹤0.01% 208

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

McClarren Financial Advisors's TRV Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 17 shares — an estimated $4K sold.

McClarren Financial Advisors first reported a position in TRV in Q4 2020 and held it in 16 quarters. The position peaked at $13K in Q1 2024. 1,636 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 17 Travelers Companies shares in Q2 2025, an estimated $4K.
  • McClarren Financial Advisors first reported a position in Travelers Companies in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Travelers Companies position peaked at $13K in Q1 2024.
  • 1,636 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.