Meridian Wealth Partners’s Travelers Companies TRV Stock Holding History

Meridian Wealth Partners’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	$208K	Buy	+630	New	+$191K	0.03%	120
2021 Q2	–	Sell	-424	Closed	-$64K	–	1167
2021 Q1	$64K	Buy	424 +124	+41%	+$18.2K	0.02%	139
2020 Q4	$42K	Hold	300	–	–	0.02%	154
2020 Q3	$32K	Hold	300	–	–	0.02%	159
2020 Q2	$34K	Hold	300	–	–	0.02%	155
2020 Q1	$30K	Hold	300	–	–	0.02%	149
2019 Q4	$41K	Buy	+300	New	+$40.8K	0.03%	145

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Meridian Wealth Partners opened a new position in Travelers Companies (TRV) in Q2 2026: 630 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #120 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in TRV as recently as Q1 2021.

Meridian Wealth Partners first reported a position in TRV in Q4 2019 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Meridian Wealth Partners held 630 shares of Travelers Companies worth $208K as of Q2 2026.
Travelers Companies was a new Meridian Wealth Partners position in Q2 2026.
Travelers Companies made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #120 holding.
Meridian Wealth Partners first reported a position in Travelers Companies in Q4 2019 and has held it in 7 quarters since.
1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.