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Prime Capital Investment Advisors’s Travelers Companies TRV Stock Holding History

Prime Capital Investment Advisors’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 		$872K Buy
2,990
+34
+1% +$9.96K 0.01% 531
2025
Q4 		$858K Sell
2,956
-48
-2% -$13.5K 0.01% 521
2025
Q3 		$839K Buy
3,004
+1,117
+59% +$299K 0.01% 514
2025
Q2 		$505K Sell
1,887
-178
-9% -$46.9K 0.01% 616
2025
Q1 		$546K Buy
2,065
+356
+21% +$88.7K 0.01% 644
2024
Q4 		$412K Buy
1,709
+24
+1% +$5.99K 0.01% 620
2024
Q3 		$395K Buy
1,685
+4
+0.2% +$882 0.01% 657
2024
Q2 		$342K Sell
1,681
-21
-1% -$4.51K 0.01% 685
2024
Q1 		$392K Buy
1,702
+131
+8% +$28K 0.01% 695
2023
Q4 		$299K Buy
+1,571
New +$272K ﹤0.01% 739
2022
Q3 		– Sell
-1,190
Closed -$201K – 449
2022
Q2 		$201K Sell
1,190
-604
-34% -$105K 0.01% 362
2022
Q1 		$281K Sell
1,794
-55
-3% -$9.43K 0.02% 301
2021
Q4 		$289K Buy
1,849
+28
+2% +$4.38K 0.02% 300
2021
Q3 		$277K Sell
1,821
-650
-26% -$101K 0.02% 258
2021
Q2 		$370K Buy
+2,471
New +$383K 0.02% 277
2019
Q4 		– Sell
-55
Closed -$8K – 645
2019
Q3 		$8K Buy
+55
New +$8.18K ﹤0.01% 556

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

Prime Capital Investment Advisors's TRV Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Travelers Companies (TRV) stake by 1.2% in Q1 2026, buying an estimated $9.96K and bringing the position to 2,990 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #531.

Prime Capital Investment Advisors first reported a position in TRV in Q3 2019 and has held it in 16 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Prime Capital Investment Advisors held 2,990 shares of Travelers Companies worth $872K as of Q1 2026.
  • Prime Capital Investment Advisors bought 34 Travelers Companies shares in Q1 2026, an estimated $9.96K.
  • Travelers Companies made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #531 holding.
  • Prime Capital Investment Advisors first reported a position in Travelers Companies in Q3 2019 and has held it in 16 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.