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MJT & Associates Financial Advisory’s Travelers Companies TRV Stock Holding History

MJT & Associates Financial Advisory’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
2025
Q3 		– Sell
-7
Closed -$1.87K – 509
2025
Q2 		$1.87K Hold
7
– – ﹤0.01% 401
2025
Q1 		$1.85K Buy
+7
New +$1.74K ﹤0.01% 404

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MJT & Associates Financial Advisory's TRV Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Travelers Companies (TRV) in Q3 2025, closing a stake of 7 shares — an estimated $1.87K sold.

MJT & Associates Financial Advisory first reported a position in TRV in Q1 2025 and held it in 2 quarters. The position peaked at $1.87K in Q2 2025. 1,671 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Travelers Companies position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 7 Travelers Companies shares in Q3 2025, an estimated $1.87K.
  • MJT & Associates Financial Advisory first reported a position in Travelers Companies in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Travelers Companies position peaked at $1.87K in Q2 2025.
  • 1,671 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.