SageView Advisory Group’s Travelers Companies TRV Stock Holding History

SageView Advisory Group’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	$313K	Hold	948	–	–	0.01%	482
2026 Q1	$277K	Buy	948 +5	+0.5%	+$1.47K	0.01%	488
2025 Q4	$274K	Sell	943 -7	-0.7%	-$1.97K	0.01%	512
2025 Q3	$265K	Hold	950	–	–	0.01%	552
2025 Q2	$242K	Buy	950 +44	+5%	+$11.6K	0.01%	552
2025 Q1	$240K	Buy	906 +55	+6%	+$13.7K	0.01%	535
2024 Q4	$205K	Buy	+851	New	+$212K	0.01%	567
2024 Q3	–	Sell	-2,205	Closed	-$448K	–	570
2024 Q2	$448K	Buy	+2,205	New	+$474K	0.02%	357
2024 Q1	–	Sell	-2,391	Closed	-$511K	–	796
2023 Q4	$511K	Buy	+2,391	New	+$414K	0.02%	391

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's TRV Position: Q2 2026 in Review

SageView Advisory Group held its Travelers Companies (TRV) position steady in Q2 2026 at 948 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #482.

SageView Advisory Group first reported a position in TRV in Q4 2023 and has held it in 9 quarters since. The position peaked at $511K in Q4 2023. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

SageView Advisory Group held 948 shares of Travelers Companies worth $313K as of Q2 2026.
SageView Advisory Group left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #482 holding.
SageView Advisory Group first reported a position in Travelers Companies in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Travelers Companies position peaked at $511K in Q4 2023.
1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.