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Personal CFO Solutions’s Travelers Companies TRV Stock Holding History

Personal CFO Solutions’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 		$532K Buy
1,822
+32
+2% +$9.37K 0.07% 244
2025
Q4 		$519K Buy
1,790
+56
+3% +$15.8K 0.08% 229
2025
Q3 		$484K Buy
1,734
+72
+4% +$19.3K 0.09% 232
2025
Q2 		$445K Buy
1,662
+880
+113% +$232K 0.08% 243
2025
Q1 		$207K Sell
782
-63
-7% -$15.7K 0.04% 421
2024
Q4 		$204K Sell
845
-23
-3% -$5.74K 0.04% 441
2024
Q3 		$203K Buy
+868
New +$191K 0.03% 534

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

Personal CFO Solutions's TRV Position: Q1 2026 in Review

Personal CFO Solutions increased its Travelers Companies (TRV) stake by 1.8% in Q1 2026, buying an estimated $9.37K and bringing the position to 1,822 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #244.

Personal CFO Solutions first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Personal CFO Solutions held 1,822 shares of Travelers Companies worth $532K as of Q1 2026.
  • Personal CFO Solutions bought 32 Travelers Companies shares in Q1 2026, an estimated $9.37K.
  • Travelers Companies made up 0.07% of Personal CFO Solutions's portfolio in Q1 2026, its #244 holding.
  • Personal CFO Solutions first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.