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Parr McKnight Wealth Management Group’s Travelers Companies TRV Stock Holding History

Parr McKnight 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
2026
Q1 		$587K Hold
2,013
– – 0.08% 166
2025
Q4 		$584K Hold
2,013
– – 0.08% 178
2025
Q3 		$562K Hold
2,013
– – 0.07% 178
2025
Q2 		$539K Hold
2,013
– – 0.07% 181
2025
Q1 		$532K Hold
2,013
– – 0.08% 181
2024
Q4 		$485K Buy
+2,013
New +$503K 0.07% 179

Other funds holding TRV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parr McKnight Wealth Management Group's TRV Position: Q1 2026 in Review

Parr McKnight Wealth Management Group held its Travelers Companies (TRV) position steady in Q1 2026 at 2,013 shares worth $587K. The position accounts for 0.08% of the portfolio, ranked #166.

Parr McKnight Wealth Management Group first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Parr McKnight Wealth Management Group held 2,013 shares of Travelers Companies worth $587K as of Q1 2026.
  • Parr McKnight Wealth Management Group left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 0.08% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #166 holding.
  • Parr McKnight Wealth Management Group first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.