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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
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 $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

Mount Yale Investment Advisors's TRV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Travelers Companies (TRV) stake by 27% in Q1 2026, buying an estimated $376K and bringing the position to 6,026 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #397.

Mount Yale Investment Advisors first reported a position in TRV in Q3 2021 and has held it in 19 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Mount Yale Investment Advisors held 6,026 shares of Travelers Companies worth $1.76M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,282 Travelers Companies shares in Q1 2026, an estimated $376K.
  • Travelers Companies made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #397 holding.
  • Mount Yale Investment Advisors first reported a position in Travelers Companies in Q3 2021 and has held it in 19 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.