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Pure Financial Advisors’s Travelers Companies TRV Stock Holding History

Pure Financial 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 		$852K Buy
2,920
+197
+7% +$57.7K 0.01% 236
2025
Q4 		$790K Buy
2,723
+392
+17% +$110K 0.01% 245
2025
Q3 		$651K Buy
2,331
+175
+8% +$46.9K 0.01% 260
2025
Q2 		$577K Buy
2,156
+1,106
+105% +$292K 0.01% 267
2025
Q1 		$278K Buy
1,050
+218
+26% +$54.3K 0.01% 326
2024
Q4 		$200K Buy
+832
New +$208K ﹤0.01% 341
2024
Q2 		– Sell
-887
Closed -$204K – 328
2024
Q1 		$204K Buy
+887
New +$190K 0.01% 300

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

Pure Financial Advisors's TRV Position: Q1 2026 in Review

Pure Financial Advisors increased its Travelers Companies (TRV) stake by 7.2% in Q1 2026, buying an estimated $57.7K and bringing the position to 2,920 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #236.

Pure Financial Advisors first reported a position in TRV in Q1 2024 and has held it in 7 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Pure Financial Advisors held 2,920 shares of Travelers Companies worth $852K as of Q1 2026.
  • Pure Financial Advisors bought 197 Travelers Companies shares in Q1 2026, an estimated $57.7K.
  • Travelers Companies made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #236 holding.
  • Pure Financial Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 7 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.