PJC
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Phillip James Consulting’s Travelers Companies TRV Stock Holding History

Phillip James Consulting’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 		$1.32K Hold
4
– – ﹤0.01% 243
2026
Q1 		$1K Buy
+4
New +$1.17K ﹤0.01% 346

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

Phillip James Consulting's TRV Position: Q2 2026 in Review

Phillip James Consulting held its Travelers Companies (TRV) position steady in Q2 2026 at 4 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Phillip James Consulting first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 1,844 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Phillip James Consulting held 4 shares of Travelers Companies worth $1.32K as of Q2 2026.
  • Phillip James Consulting left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #243 holding.
  • Phillip James Consulting first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.