MYIA
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Mount Yale Investment Advisors’s Travelers Companies TRV Stock Holding History

Mount Yale 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
Q2 		$1.85M Sell
5,597
-429
-7% -$130K 0.03% 428
2026
Q1 		$1.76M Buy
6,026
+1,282
+27% +$376K 0.04% 397
2025
Q4 		$1.38M Sell
4,744
-963
-17% -$271K 0.07% 252
2025
Q3 		$1.59M Buy
5,707
+3,846
+207% +$1.03M 0.11% 201
2025
Q2 		$498K Buy
1,861
+1
+0.1% +$264 0.04% 344
2025
Q1 		$492K Hold
1,860
– – 0.04% 327
2024
Q4 		$448K Buy
1,860
+136
+8% +$34K 0.04% 361
2024
Q3 		$404K Buy
1,724
+141
+9% +$31.1K 0.04% 372
2024
Q2 		$322K Hold
1,583
– – 0.03% 420
2024
Q1 		$364K Sell
1,583
-2,337
-60% -$499K 0.03% 410
2023
Q4 		$747K Sell
3,920
-27
-0.7% -$4.67K 0.07% 252
2023
Q3 		$645K Sell
3,947
-94
-2% -$15.7K 0.07% 264
2023
Q2 		$702K Buy
4,041
+60
+2% +$10.6K 0.07% 257
2023
Q1 		$682K Sell
3,981
-2,336
-37% -$425K 0.08% 255
2022
Q4 		$1.18M Buy
6,317
+2,550
+68% +$459K 0.13% 157
2022
Q3 		$577K Buy
3,767
+2,203
+141% +$358K 0.08% 254
2022
Q2 		$265K Sell
1,564
-22
-1% -$3.82K 0.03% 382
2022
Q1 		$290K Buy
1,586
+22
+1% +$3.77K 0.03% 375
2021
Q4 		$245K Hold
1,564
– – 0.03% 415
2021
Q3 		$238K Buy
+1,564
New +$242K 0.03% 411

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's TRV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Travelers Companies (TRV) stake by 7.1% in Q2 2026, selling an estimated $130K and leaving 5,597 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #428.

Mount Yale Investment Advisors first reported a position in TRV in Q3 2021 and has held it in 20 quarters since. 1,862 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Mount Yale Investment Advisors held 5,597 shares of Travelers Companies worth $1.85M as of Q2 2026.
  • Mount Yale Investment Advisors sold 429 Travelers Companies shares in Q2 2026, an estimated $130K.
  • Travelers Companies made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #428 holding.
  • Mount Yale Investment Advisors first reported a position in Travelers Companies in Q3 2021 and has held it in 20 quarters since.
  • 1,862 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.