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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's TRV Position: Q4 2025 in Review

SageView Advisory Group reduced its Travelers Companies (TRV) stake by 0.74% in Q4 2025, selling an estimated $1.97K and leaving 943 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #512.

SageView Advisory Group first reported a position in TRV in Q4 2023 and has held it in 7 quarters since. The position peaked at $511K in Q4 2023. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

SageView Advisory Group held 943 shares of Travelers Companies worth $274K as of Q4 2025.
SageView Advisory Group sold 7 Travelers Companies shares in Q4 2025, an estimated $1.97K.
Travelers Companies made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #512 holding.
SageView Advisory Group first reported a position in Travelers Companies in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's Travelers Companies position peaked at $511K in Q4 2023.
1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.