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Pandora Wealth’s Travelers Companies TRV Stock Holding History

Pandora Wealth’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 		$58K Hold
200
– – 0.04% 139
2025
Q3 		$55.8K Hold
200
– – 0.03% 141
2025
Q2 		$53.5K Hold
200
– – 0.03% 143
2025
Q1 		$52.9K Buy
+200
New +$49.8K 0.03% 141

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pandora Wealth's TRV Position: Q4 2025 in Review

Pandora Wealth held its Travelers Companies (TRV) position steady in Q4 2025 at 200 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #139.

Pandora Wealth first reported a position in TRV in Q1 2025 and has held it in 4 quarters since. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Pandora Wealth held 200 shares of Travelers Companies worth $58K as of Q4 2025.
  • Pandora Wealth left its Travelers Companies share count unchanged in Q4 2025.
  • Travelers Companies made up 0.04% of Pandora Wealth's portfolio in Q4 2025, its #139 holding.
  • Pandora Wealth first reported a position in Travelers Companies in Q1 2025 and has held it in 4 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.