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Moneta Group Investment Advisors’s Travelers Companies TRV Stock Holding History

Moneta Group Investment 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
Q1 		$564K Sell
1,934
-152
-7% -$44.5K ﹤0.01% 483
2025
Q4 		$605K Buy
2,086
+201
+11% +$56.6K ﹤0.01% 455
2025
Q3 		$526K Sell
1,885
-96
-5% -$25.7K ﹤0.01% 479
2025
Q2 		$530K Buy
1,981
+402
+25% +$106K 0.01% 426
2025
Q1 		$418K Sell
1,579
-191
-11% -$47.6K 0.01% 457
2024
Q4 		$426K Buy
1,770
+52
+3% +$13K 0.01% 439
2024
Q3 		$402K Buy
1,718
+315
+22% +$69.4K 0.01% 455
2024
Q2 		$285K Buy
1,403
+34
+2% +$7.31K ﹤0.01% 497
2024
Q1 		$315K Sell
1,369
-38
-3% -$8.12K 0.01% 469
2023
Q4 		$268K Buy
1,407
+178
+14% +$30.8K 0.01% 470
2023
Q3 		$201K Sell
1,229
-101
-8% -$16.9K ﹤0.01% 493
2023
Q2 		$231K Buy
1,330
+120
+10% +$21.2K 0.01% 477
2023
Q1 		$207K Buy
+1,210
New +$220K 0.01% 493
2021
Q3 		– Sell
-1,770
Closed -$265K – 473
2021
Q2 		$265K Buy
1,770
+21
+1% +$3.26K 0.01% 385
2021
Q1 		$263K Buy
+1,749
New +$257K 0.01% 363
2018
Q2 		– Sell
-853
Closed -$118K – 622
2018
Q1 		$118K Buy
853
+9
+1% +$1.26K 0.02% 225
2017
Q4 		$114K Buy
+844
New +$111K 0.02% 232
2015
Q4 		– Sell
-865
Closed -$86K – 390
2015
Q3 		$86K Buy
+865
New +$88.5K 0.02% 186

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's TRV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Travelers Companies (TRV) stake by 7.3% in Q1 2026, selling an estimated $44.5K and leaving 1,934 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Moneta Group Investment Advisors first reported a position in TRV in Q3 2015 and has held it in 18 quarters since. The position peaked at $605K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Moneta Group Investment Advisors held 1,934 shares of Travelers Companies worth $564K as of Q1 2026.
  • Moneta Group Investment Advisors sold 152 Travelers Companies shares in Q1 2026, an estimated $44.5K.
  • Travelers Companies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #483 holding.
  • Moneta Group Investment Advisors first reported a position in Travelers Companies in Q3 2015 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Travelers Companies position peaked at $605K in Q4 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.