PCS
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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
Q2 		$607K Buy
1,839
+17
+0.9% +$5.15K 0.09% 207
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal CFO Solutions's TRV Position: Q2 2026 in Review

Personal CFO Solutions increased its Travelers Companies (TRV) stake by 0.93% in Q2 2026, buying an estimated $5.15K and bringing the position to 1,839 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #207.

Personal CFO Solutions first reported a position in TRV in Q3 2024 and has held it in 8 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Personal CFO Solutions held 1,839 shares of Travelers Companies worth $607K as of Q2 2026.
  • Personal CFO Solutions bought 17 Travelers Companies shares in Q2 2026, an estimated $5.15K.
  • Travelers Companies made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #207 holding.
  • Personal CFO Solutions first reported a position in Travelers Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.