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Meridian Wealth Management’s Travelers Companies TRV Stock Holding History

Meridian Wealth Management’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 		$336K Sell
1,018
-17
-2% -$5.15K 0.01% 644
2026
Q1 		$302K Buy
1,035
+60
+6% +$17.6K 0.01% 646
2025
Q4 		$283K Buy
975
+16
+2% +$4.5K 0.01% 630
2025
Q3 		$268K Buy
959
+17
+2% +$4.55K 0.01% 606
2025
Q2 		$252K Buy
942
+81
+9% +$21.4K 0.01% 591
2025
Q1 		$228K Sell
861
-16
-2% -$3.99K 0.01% 573
2024
Q4 		$211K Buy
+877
New +$219K 0.01% 596
2023
Q3 		– Sell
-1,202
Closed -$209K – 558
2023
Q2 		$209K Sell
1,202
-194
-14% -$34.2K 0.02% 511
2023
Q1 		$239K Sell
1,396
-177
-11% -$32.2K 0.02% 473
2022
Q4 		$295K Buy
+1,573
New +$283K 0.03% 419
2022
Q3 		– Sell
-1,238
Closed -$209K – 563
2022
Q2 		$209K Buy
+1,238
New +$215K 0.02% 511

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

Meridian Wealth Management's TRV Position: Q2 2026 in Review

Meridian Wealth Management reduced its Travelers Companies (TRV) stake by 1.6% in Q2 2026, selling an estimated $5.15K and leaving 1,018 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #644.

Meridian Wealth Management first reported a position in TRV in Q2 2022 and has held it in 11 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Meridian Wealth Management held 1,018 shares of Travelers Companies worth $336K as of Q2 2026.
  • Meridian Wealth Management sold 17 Travelers Companies shares in Q2 2026, an estimated $5.15K.
  • Travelers Companies made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Meridian Wealth Management first reported a position in Travelers Companies in Q2 2022 and has held it in 11 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.