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Revolve Wealth Partners’s Travelers Companies TRV Stock Holding History

Revolve Wealth Partners’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 		$274K Buy
831
+135
+19% +$40.9K 0.03% 287
2026
Q1 		$203K Sell
696
-106
-13% -$31.1K 0.03% 222
2025
Q4 		$233K Sell
802
-6
-0.7% -$1.69K 0.03% 210
2025
Q3 		$226K Sell
808
-54
-6% -$14.5K 0.03% 207
2025
Q2 		$231K Sell
862
-40
-4% -$10.5K 0.03% 205
2025
Q1 		$239K Sell
902
-244
-21% -$60.8K 0.03% 188
2024
Q4 		$276K Buy
+1,146
New +$286K 0.04% 172

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Revolve Wealth Partners's TRV Position: Q2 2026 in Review

Revolve Wealth Partners increased its Travelers Companies (TRV) stake by 19% in Q2 2026, buying an estimated $40.9K and bringing the position to 831 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #287.

Revolve Wealth Partners first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q4 2024. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Revolve Wealth Partners held 831 shares of Travelers Companies worth $274K as of Q2 2026.
  • Revolve Wealth Partners bought 135 Travelers Companies shares in Q2 2026, an estimated $40.9K.
  • Travelers Companies made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #287 holding.
  • Revolve Wealth Partners first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • Revolve Wealth Partners's Travelers Companies position peaked at $276K in Q4 2024.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.