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Millstone Evans Group’s Travelers Companies TRV Stock Holding History

Millstone Evans 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
Q2 		$47.9K Buy
145
+12
+9% +$3.64K 0.03% 349
2026
Q1 		$38.8K Hold
133
– – 0.02% 376
2025
Q4 		$38.6K Sell
133
-4
-3% -$1.13K 0.02% 380
2025
Q3 		$38.3K Hold
137
– – 0.02% 363
2025
Q2 		$36.7K Buy
137
+30
+28% +$7.91K 0.03% 362
2025
Q1 		$28.3K Buy
107
+15
+16% +$3.74K 0.02% 396
2024
Q4 		$22.2K Buy
+92
New +$23K 0.02% 405

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

Millstone Evans Group's TRV Position: Q2 2026 in Review

Millstone Evans Group increased its Travelers Companies (TRV) stake by 9% in Q2 2026, buying an estimated $3.64K and bringing the position to 145 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #349.

Millstone Evans Group first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Millstone Evans Group held 145 shares of Travelers Companies worth $47.9K as of Q2 2026.
  • Millstone Evans Group bought 12 Travelers Companies shares in Q2 2026, an estimated $3.64K.
  • Travelers Companies made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #349 holding.
  • Millstone Evans Group first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.