RWA
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River Wealth Advisors’s Travelers Companies TRV Stock Holding History

River 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
2026
Q1 		$719K Buy
2,464
+61
+3% +$17.9K 0.08% 132
2025
Q4 		$697K Buy
2,403
+239
+11% +$67.3K 0.08% 131
2025
Q3 		$604K Buy
2,164
+4
+0.2% +$1.07K 0.07% 146
2025
Q2 		$578K Hold
2,160
– – 0.07% 150
2025
Q1 		$571K Sell
2,160
-100
-4% -$24.9K 0.08% 141
2024
Q4 		$544K Sell
2,260
-320
-12% -$79.9K 0.07% 146
2024
Q3 		$604K Buy
2,580
+21
+0.8% +$4.63K 0.08% 137
2024
Q2 		$520K Buy
2,559
+1
+0% +$215 0.07% 140
2024
Q1 		$589K Buy
2,558
+257
+11% +$54.9K 0.09% 133
2023
Q4 		$438K Sell
2,301
-54
-2% -$9.35K 0.07% 148
2023
Q3 		$385K Buy
2,355
+30
+1% +$5.01K 0.07% 151
2023
Q2 		$404K Buy
2,325
+1
+0% +$176 0.07% 161
2023
Q1 		$398K Buy
2,324
+168
+8% +$30.6K 0.07% 161
2022
Q4 		$404K Hold
2,156
– – 0.08% 164
2022
Q3 		$330K Sell
2,156
-199
-8% -$32.4K 0.07% 159
2022
Q2 		$398K Sell
2,355
-110
-4% -$19.1K 0.07% 167
2022
Q1 		$450K Sell
2,465
-23
-0.9% -$3.94K 0.07% 159
2021
Q4 		$389K Buy
2,488
+100
+4% +$15.6K 0.06% 173
2021
Q3 		$363K Buy
2,388
+197
+9% +$30.5K 0.06% 173
2021
Q2 		$328K Hold
2,191
– – 0.06% 178
2021
Q1 		$330K Sell
2,191
-233
-10% -$34.2K 0.06% 174
2020
Q4 		$340K Sell
2,424
-200
-8% -$25.7K 0.07% 169
2020
Q3 		$284K Sell
2,624
-76
-3% -$8.71K 0.07% 168
2020
Q2 		$308K Buy
2,700
+212
+9% +$22.3K 0.09% 150
2020
Q1 		$247K Sell
2,488
-20
-0.8% -$2.49K 0.1% 142
2019
Q4 		$343K Hold
2,508
– – 0.12% 136
2019
Q3 		$373K Sell
2,508
-50
-2% -$7.43K 0.14% 128
2019
Q2 		$382K Sell
2,558
-200
-7% -$28.8K 0.15% 127
2019
Q1 		$378K Sell
2,758
-184
-6% -$23.5K 0.16% 124
2018
Q4 		$352K Hold
2,942
– – 0.16% 123
2018
Q3 		$382K Sell
2,942
-50
-2% -$6.45K 0.14% 129
2018
Q2 		$366K Hold
2,992
– – 0.14% 127
2018
Q1 		$415K Sell
2,992
-161
-5% -$22.5K 0.18% 123
2017
Q4 		$428K Buy
3,153
+111
+4% +$14.6K 0.18% 119
2017
Q3 		$373K Buy
3,042
+99
+3% +$12.4K 0.17% 131
2017
Q2 		$372K Buy
2,943
+101
+4% +$12.4K 0.17% 127
2017
Q1 		$343K Buy
2,842
+160
+6% +$19.2K 0.17% 129
2016
Q4 		$328K Sell
2,682
-100
-4% -$11.4K 0.17% 129
2016
Q3 		$319K Buy
2,782
+65
+2% +$7.61K 0.18% 127
2016
Q2 		$323K Hold
2,717
– – 0.19% 128
2016
Q1 		$317K Buy
2,717
+100
+4% +$10.9K 0.19% 128
2015
Q4 		$295K Sell
2,617
-3
-0.1% -$333 0.19% 128
2015
Q3 		$261K Buy
2,620
+45
+2% +$4.6K 0.18% 125
2015
Q2 		$249K Buy
2,575
+152
+6% +$15.6K 0.16% 128
2015
Q1 		$262K Buy
+2,423
New +$259K 0.16% 130

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

River Wealth Advisors's TRV Position: Q1 2026 in Review

River Wealth Advisors increased its Travelers Companies (TRV) stake by 2.5% in Q1 2026, buying an estimated $17.9K and bringing the position to 2,464 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #132.

River Wealth Advisors first reported a position in TRV in Q1 2015 and has held it in 45 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • River Wealth Advisors held 2,464 shares of Travelers Companies worth $719K as of Q1 2026.
  • River Wealth Advisors bought 61 Travelers Companies shares in Q1 2026, an estimated $17.9K.
  • Travelers Companies made up 0.08% of River Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • River Wealth Advisors first reported a position in Travelers Companies in Q1 2015 and has held it in 45 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.