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Rialto Wealth Management’s Travelers Companies TRV Stock Holding History

Rialto Wealth Management’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 		$20.5K Buy
62
+10
+19% +$3.03K ﹤0.01% 426
2026
Q1 		$15.2K Buy
52
+6
+13% +$1.76K ﹤0.01% 421
2025
Q4 		$13.3K Hold
46
– – ﹤0.01% 414
2025
Q3 		$12.8K Hold
46
– – ﹤0.01% 398
2025
Q2 		$12.3K Buy
46
+14
+44% +$3.69K ﹤0.01% 401
2025
Q1 		$8.46K Buy
32
+2
+7% +$498 ﹤0.01% 417
2024
Q4 		$7.23K Buy
+30
New +$7.49K ﹤0.01% 430

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

Rialto Wealth Management's TRV Position: Q2 2026 in Review

Rialto Wealth Management increased its Travelers Companies (TRV) stake by 19% in Q2 2026, buying an estimated $3.03K and bringing the position to 62 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Rialto Wealth Management first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Rialto Wealth Management held 62 shares of Travelers Companies worth $20.5K as of Q2 2026.
  • Rialto Wealth Management bought 10 Travelers Companies shares in Q2 2026, an estimated $3.03K.
  • Travelers Companies made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Rialto Wealth Management first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.