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MPWM Advisory Solutions’s Travelers Companies TRV Stock Holding History

MPWM Advisory Solutions’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
Q4 		– Sell
-46
Closed -$12.8K – 560
2025
Q3 		$12.8K Hold
46
– – 0.01% 271
2025
Q2 		$12.3K Hold
46
– – 0.01% 284
2025
Q1 		$12.2K Hold
46
– – 0.01% 290
2024
Q4 		$11.1K Buy
+46
New +$11.5K 0.01% 306

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MPWM Advisory Solutions's TRV Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 46 shares — an estimated $12.8K sold.

MPWM Advisory Solutions first reported a position in TRV in Q4 2024 and held it in 4 quarters. The position peaked at $12.8K in Q3 2025. 1,777 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • MPWM Advisory Solutions reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 46 Travelers Companies shares in Q4 2025, an estimated $12.8K.
  • MPWM Advisory Solutions first reported a position in Travelers Companies in Q4 2024 and held it in 4 quarters.
  • MPWM Advisory Solutions's Travelers Companies position peaked at $12.8K in Q3 2025.
  • 1,777 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.