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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
Q2 		$511K Buy
1,548
+513
+50% +$155K 0.02% 383
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 $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

Prosperity Consulting Group's TRV Position: Q2 2026 in Review

Prosperity Consulting Group increased its Travelers Companies (TRV) stake by 50% in Q2 2026, buying an estimated $155K and bringing the position to 1,548 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #383.

Prosperity Consulting Group 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.

  • Prosperity Consulting Group held 1,548 shares of Travelers Companies worth $511K as of Q2 2026.
  • Prosperity Consulting Group bought 513 Travelers Companies shares in Q2 2026, an estimated $155K.
  • Travelers Companies made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #383 holding.
  • Prosperity Consulting Group 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 Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.