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Relyea Zuckerberg Hanson’s Travelers Companies TRV Stock Holding History

Relyea Zuckerberg Hanson’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 		$267K Buy
810
+20
+3% +$6.06K 0.02% 254
2026
Q1 		$230K Buy
+790
New +$231K 0.02% 247

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Relyea Zuckerberg Hanson's TRV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Travelers Companies (TRV) stake by 2.5% in Q2 2026, buying an estimated $6.06K and bringing the position to 810 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #254.

Relyea Zuckerberg Hanson first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Relyea Zuckerberg Hanson held 810 shares of Travelers Companies worth $267K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 20 Travelers Companies shares in Q2 2026, an estimated $6.06K.
  • Travelers Companies made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #254 holding.
  • Relyea Zuckerberg Hanson first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.