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Redmont Wealth Advisors’s Travelers Companies TRV Stock Holding History

Redmont Wealth 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
2025
Q4 		$4.35K Hold
15
– – 0.01% 249
2025
Q3 		$4.19K Hold
15
– – 0.01% 263
2025
Q2 		$4.01K Buy
+15
New +$3.95K 0.01% 263
2024
Q4 		– Sell
-15
Closed -$3.51K – 284
2024
Q3 		$3.51K Hold
15
– – 0.01% 286
2024
Q2 		$3.05K Hold
15
– – ﹤0.01% 299
2024
Q1 		$3.45K Buy
+15
New +$3.21K ﹤0.01% 296

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Redmont Wealth Advisors's TRV Position: Q4 2025 in Review

Redmont Wealth Advisors held its Travelers Companies (TRV) position steady in Q4 2025 at 15 shares worth $4.35K. The position accounts for 0.01% of the portfolio, ranked #249.

Redmont Wealth Advisors first reported a position in TRV in Q1 2024 and has held it in 6 quarters since. 1,776 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Redmont Wealth Advisors held 15 shares of Travelers Companies worth $4.35K as of Q4 2025.
  • Redmont Wealth Advisors left its Travelers Companies share count unchanged in Q4 2025.
  • Travelers Companies made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #249 holding.
  • Redmont Wealth Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 6 quarters since.
  • 1,776 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.