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Parkworth Wealth Management’s Travelers Companies TRV Stock Holding History

Parkworth Wealth Management’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
Q2 		$3.21K Buy
12
+5
+71% +$1.32K ﹤0.01% 214
2025
Q1 		$1.85K Hold
7
– – ﹤0.01% 189
2024
Q4 		$1.69K Buy
+7
New +$1.75K ﹤0.01% 208

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parkworth Wealth Management's TRV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Travelers Companies (TRV) stake by 71% in Q2 2025, buying an estimated $1.32K and bringing the position to 12 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Parkworth Wealth Management first reported a position in TRV in Q4 2024 and has held it in 3 quarters since. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Parkworth Wealth Management held 12 shares of Travelers Companies worth $3.21K as of Q2 2025.
  • Parkworth Wealth Management bought 5 Travelers Companies shares in Q2 2025, an estimated $1.32K.
  • Travelers Companies made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #214 holding.
  • Parkworth Wealth Management first reported a position in Travelers Companies in Q4 2024 and has held it in 3 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.