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National Wealth Management Group’s Travelers Companies TRV Stock Holding History

National Wealth Management Group’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
-2,552
Closed -$713K – 284
2025
Q3 		$713K Buy
+2,552
New +$683K 0.27% 83

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 $3.37T AUM 44.26% 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

National Wealth Management Group's TRV Position: Q4 2025 in Review

National Wealth Management Group sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 2,552 shares — an estimated $713K sold.

National Wealth Management Group first reported a position in TRV in Q3 2025 and held it in 1 quarter. The position peaked at $713K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • National Wealth Management Group reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,552 Travelers Companies shares in Q4 2025, an estimated $713K.
  • National Wealth Management Group first reported a position in Travelers Companies in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's Travelers Companies position peaked at $713K in Q3 2025.
  • 1,774 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.