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Prosperity Consulting Group’s Travelers Companies TRV Stock Holding History

Prosperity Consulting Group’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 		$302K Sell
1,035
-112
-10% -$32.8K 0.01% 423
2025
Q4 		$333K Buy
1,147
+34
+3% +$9.57K 0.02% 415
2025
Q3 		$311K Buy
1,113
+72
+7% +$19.3K 0.02% 411
2025
Q2 		$279K Buy
1,041
+21
+2% +$5.54K 0.02% 385
2025
Q1 		$270K Buy
1,020
+29
+3% +$7.22K 0.02% 382
2024
Q4 		$239K Buy
991
+84
+9% +$21K 0.02% 429
2024
Q3 		$212K Buy
+907
New +$200K 0.02% 440

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

Prosperity Consulting Group's TRV Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Travelers Companies (TRV) stake by 9.8% in Q1 2026, selling an estimated $32.8K and leaving 1,035 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #423.

Prosperity Consulting Group first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Prosperity Consulting Group held 1,035 shares of Travelers Companies worth $302K as of Q1 2026.
  • Prosperity Consulting Group sold 112 Travelers Companies shares in Q1 2026, an estimated $32.8K.
  • Travelers Companies made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #423 holding.
  • Prosperity Consulting Group first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Consulting Group's Travelers Companies position peaked at $333K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.