Retirement Planning Group (Kansas)’s Travelers Companies TRV Stock Holding History

Retirement Planning Group (Kansas)’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	–	Sell	-1,371	Closed	-$398K	–	504
2025 Q4	$398K	Buy	1,371 +2	+0.1%	+$563	0.01%	295
2025 Q3	$382K	Buy	1,369 +66	+5%	+$17.7K	0.01%	296
2025 Q2	$349K	Hold	1,303	–	–	0.01%	244
2025 Q1	$345K	Buy	1,303 +403	+45%	+$100K	0.02%	236
2024 Q4	$217K	Buy	900 +39	+5%	+$9.74K	0.01%	263
2024 Q3	$202K	Buy	+861	New	+$190K	0.01%	258
2023 Q3	–	Sell	-3,102	Closed	-$539K	–	168
2023 Q2	$539K	Hold	3,102	–	–	0.05%	100
2023 Q1	$532K	Buy	3,102 +1,067	+52%	+$194K	0.06%	87
2022 Q4	$382K	Sell	2,035 -39	-2%	-$7.02K	0.04%	103
2022 Q3	$318K	Buy	+2,074	New	+$337K	0.04%	103

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Retirement Planning Group (Kansas)'s TRV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 1,371 shares — an estimated $398K sold.

Retirement Planning Group (Kansas) first reported a position in TRV in Q3 2022 and held it in 10 quarters. The position peaked at $539K in Q2 2023. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Retirement Planning Group (Kansas) reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 1,371 Travelers Companies shares in Q1 2026, an estimated $398K.
Retirement Planning Group (Kansas) first reported a position in Travelers Companies in Q3 2022 and held it in 10 quarters.
Retirement Planning Group (Kansas)'s Travelers Companies position peaked at $539K in Q2 2023.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.