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PUREfi Wealth’s Travelers Companies TRV Stock Holding History

PUREfi Wealth’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 		$846K Buy
2,901
+17
+0.6% +$4.98K 0.55% 42
2025
Q4 		$837K Buy
2,884
+240
+9% +$67.5K 0.64% 40
2025
Q3 		$738K Buy
2,644
+361
+16% +$96.7K 0.57% 50
2025
Q2 		$611K Buy
2,283
+650
+40% +$171K 0.49% 56
2025
Q1 		$432K Buy
+1,633
New +$407K 0.43% 67

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

PUREfi Wealth's TRV Position: Q1 2026 in Review

PUREfi Wealth increased its Travelers Companies (TRV) stake by 0.59% in Q1 2026, buying an estimated $4.98K and bringing the position to 2,901 shares worth $846K. The position accounts for 0.55% of the portfolio, ranked #42.

PUREfi Wealth first reported a position in TRV in Q1 2025 and has held it in 5 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • PUREfi Wealth held 2,901 shares of Travelers Companies worth $846K as of Q1 2026.
  • PUREfi Wealth bought 17 Travelers Companies shares in Q1 2026, an estimated $4.98K.
  • Travelers Companies made up 0.55% of PUREfi Wealth's portfolio in Q1 2026, its #42 holding.
  • PUREfi Wealth first reported a position in Travelers Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.