Measured Wealth Private Client Group’s Travelers Companies TRV Stock Holding History

Measured Wealth Private Client Group’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 Q1	$680K	Sell	2,332 -165	-7%	-$48.3K	0.19%	85
2025 Q4	$724K	Buy	2,497 +171	+7%	+$48.1K	0.19%	71
2025 Q3	$649K	Sell	2,326 -339	-13%	-$90.8K	0.18%	78
2025 Q2	$713K	Buy	2,665 +583	+28%	+$154K	0.21%	70
2025 Q1	$551K	Buy	2,082 +658	+46%	+$164K	0.18%	80
2024 Q4	$343K	Buy	+1,424	New	+$356K	0.11%	120
2018 Q4	–	Sell	-337	Closed	-$44K	–	657
2018 Q3	$44K	Buy	+337	New	+$43.5K	0.03%	387

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Measured Wealth Private Client Group's TRV Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Travelers Companies (TRV) stake by 6.6% in Q1 2026, selling an estimated $48.3K and leaving 2,332 shares worth $680K. The position accounts for 0.19% of the portfolio, ranked #85.

Measured Wealth Private Client Group first reported a position in TRV in Q3 2018 and has held it in 7 quarters since. The position peaked at $724K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Measured Wealth Private Client Group held 2,332 shares of Travelers Companies worth $680K as of Q1 2026.
Measured Wealth Private Client Group sold 165 Travelers Companies shares in Q1 2026, an estimated $48.3K.
Travelers Companies made up 0.19% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #85 holding.
Measured Wealth Private Client Group first reported a position in Travelers Companies in Q3 2018 and has held it in 7 quarters since.
Measured Wealth Private Client Group's Travelers Companies position peaked at $724K in Q4 2025.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.