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Principia Wealth Advisory’s Travelers Companies TRV Stock Holding History

Principia Wealth Advisory’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 		$6.27K Buy
19
+1
+6% +$303 ﹤0.01% 316
2026
Q1 		$5.25K Buy
18
+2
+13% +$586 ﹤0.01% 296
2025
Q4 		$4.64K Buy
16
+3
+23% +$844 ﹤0.01% 288
2025
Q3 		$3.63K Buy
13
+1
+8% +$268 ﹤0.01% 326
2025
Q2 		$3.21K Buy
12
+5
+71% +$1.32K ﹤0.01% 296
2025
Q1 		$1.74K Buy
7
+1
+17% +$249 ﹤0.01% 304
2024
Q4 		$1.45K Buy
+6
New +$1.5K ﹤0.01% 289

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

Principia Wealth Advisory's TRV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Travelers Companies (TRV) stake by 5.6% in Q2 2026, buying an estimated $303 and bringing the position to 19 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Principia Wealth Advisory first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Principia Wealth Advisory held 19 shares of Travelers Companies worth $6.27K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Travelers Companies share in Q2 2026, an estimated $303.
  • Travelers Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #316 holding.
  • Principia Wealth Advisory first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.