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ORG Wealth Partners’s Travelers Companies TRV Stock Holding History

ORG Wealth Partners’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
Q3 		– Sell
-340
Closed -$90.8K – 710
2025
Q2 		$90.8K Hold
340
– – 0.02% 260
2025
Q1 		$89.9K Hold
340
– – 0.03% 295
2024
Q4 		$81.9K Buy
340
+48
+16% +$12K 0.03% 199
2024
Q3 		$68.4K Buy
+292
New +$64.4K 0.02% 226

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

ORG Wealth Partners's TRV Position: Q3 2025 in Review

ORG Wealth Partners sold out of Travelers Companies (TRV) in Q3 2025, closing a stake of 340 shares — an estimated $90.8K sold.

ORG Wealth Partners first reported a position in TRV in Q3 2024 and held it in 4 quarters. The position peaked at $90.8K in Q2 2025. 1,671 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • ORG Wealth Partners reported no remaining Travelers Companies position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 340 Travelers Companies shares in Q3 2025, an estimated $90.8K.
  • ORG Wealth Partners first reported a position in Travelers Companies in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Travelers Companies position peaked at $90.8K in Q2 2025.
  • 1,671 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.