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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
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 $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

Root Financial Partners's TRV Position: Q1 2026 in Review

Root Financial Partners increased its Travelers Companies (TRV) stake by 31% in Q1 2026, buying an estimated $89.1K and bringing the position to 1,276 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #211.

Root Financial Partners first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Root Financial Partners held 1,276 shares of Travelers Companies worth $372K as of Q1 2026.
  • Root Financial Partners bought 304 Travelers Companies shares in Q1 2026, an estimated $89.1K.
  • Travelers Companies made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #211 holding.
  • Root Financial Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.