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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
Q2 		$603K Buy
1,826
+393
+27% +$119K 0.01% 714
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Savvy Advisors Inc's TRV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Travelers Companies (TRV) stake by 27% in Q2 2026, buying an estimated $119K and bringing the position to 1,826 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #714.

Savvy Advisors Inc first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Savvy Advisors Inc held 1,826 shares of Travelers Companies worth $603K as of Q2 2026.
  • Savvy Advisors Inc bought 393 Travelers Companies shares in Q2 2026, an estimated $119K.
  • Travelers Companies made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #714 holding.
  • Savvy Advisors Inc first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.