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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
Q2 		$423K Buy
1,282
+109
+9% +$33K 0.13% 143
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 $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

Medallion Wealth Advisors's TRV Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Travelers Companies (TRV) stake by 9.3% in Q2 2026, buying an estimated $33K and bringing the position to 1,282 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #143.

Medallion Wealth Advisors first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Medallion Wealth Advisors held 1,282 shares of Travelers Companies worth $423K as of Q2 2026.
  • Medallion Wealth Advisors bought 109 Travelers Companies shares in Q2 2026, an estimated $33K.
  • Travelers Companies made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Medallion Wealth Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.