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Savvy Advisors Inc’s Travelers Companies TRV Stock Holding History

Savvy Advisors Inc’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 		$418K Sell
1,433
-378
-21% -$111K 0.01% 734
2025
Q4 		$525K Buy
1,811
+149
+9% +$41.9K 0.02% 551
2025
Q3 		$464K Buy
+1,662
New +$445K 0.02% 448

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

Savvy Advisors Inc's TRV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Travelers Companies (TRV) stake by 21% in Q1 2026, selling an estimated $111K and leaving 1,433 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #734.

Savvy Advisors Inc first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. The position peaked at $525K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Savvy Advisors Inc held 1,433 shares of Travelers Companies worth $418K as of Q1 2026.
  • Savvy Advisors Inc sold 378 Travelers Companies shares in Q1 2026, an estimated $111K.
  • Travelers Companies made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #734 holding.
  • Savvy Advisors Inc first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Travelers Companies position peaked at $525K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.