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Root Financial Partners’s Travelers Companies TRV Stock Holding History

Root Financial 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 		$501K Buy
1,518
+242
+19% +$73.3K 0.02% 195
2026
Q1 		$372K Buy
1,276
+304
+31% +$89.1K 0.02% 211
2025
Q4 		$282K Buy
972
+142
+17% +$40K 0.01% 237
2025
Q3 		$232K Buy
+830
New +$222K 0.01% 256

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

Root Financial Partners's TRV Position: Q2 2026 in Review

Root Financial Partners increased its Travelers Companies (TRV) stake by 19% in Q2 2026, buying an estimated $73.3K and bringing the position to 1,518 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #195.

Root Financial Partners first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Root Financial Partners held 1,518 shares of Travelers Companies worth $501K as of Q2 2026.
  • Root Financial Partners bought 242 Travelers Companies shares in Q2 2026, an estimated $73.3K.
  • Travelers Companies made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #195 holding.
  • Root Financial Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.