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Medallion Wealth Advisors’s Travelers Companies TRV Stock Holding History

Medallion Wealth 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
2026
Q1 		$342K Sell
1,173
-138
-11% -$40.4K 0.11% 176
2025
Q4 		$380K Hold
1,311
– – 0.13% 156
2025
Q3 		$366K Hold
1,311
– – 0.13% 158
2025
Q2 		$351K Hold
1,311
– – 0.14% 151
2025
Q1 		$347K Hold
1,311
– – 0.16% 141
2024
Q4 		$347K Buy
+1,311
New +$327K 0.17% 128

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Medallion Wealth Advisors's TRV Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Travelers Companies (TRV) stake by 11% in Q1 2026, selling an estimated $40.4K and leaving 1,173 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #176.

Medallion Wealth Advisors first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. The position peaked at $380K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Medallion Wealth Advisors held 1,173 shares of Travelers Companies worth $342K as of Q1 2026.
  • Medallion Wealth Advisors sold 138 Travelers Companies shares in Q1 2026, an estimated $40.4K.
  • Travelers Companies made up 0.11% of Medallion Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • Medallion Wealth Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Travelers Companies position peaked at $380K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.