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Secured Retirement Advisors’s Travelers Companies TRV Stock Holding History

Secured Retirement Advisors’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
Q1 		– Sell
-1,001
Closed -$241K – 166
2024
Q4 		$241K Buy
1,001
+75
+8% +$18.7K 0.14% 126
2024
Q3 		$217K Buy
+926
New +$204K 0.16% 108
2024
Q2 		– Sell
-926
Closed -$213K – 118
2024
Q1 		$213K Buy
+926
New +$198K 0.18% 105

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Secured Retirement Advisors's TRV Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 1,001 shares — an estimated $241K sold.

Secured Retirement Advisors first reported a position in TRV in Q1 2024 and held it in 3 quarters. The position peaked at $241K in Q4 2024. 1,632 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 1,001 Travelers Companies shares in Q1 2025, an estimated $241K.
  • Secured Retirement Advisors first reported a position in Travelers Companies in Q1 2024 and held it in 3 quarters.
  • Secured Retirement Advisors's Travelers Companies position peaked at $241K in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.