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SHP Wealth Management’s Travelers Companies TRV Stock Holding History

SHP Wealth Management’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 		$622K Buy
2,132
+95
+5% +$27.8K 0.05% 128
2025
Q4 		$591K Buy
+2,037
New +$573K 0.05% 131

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

SHP Wealth Management's TRV Position: Q1 2026 in Review

SHP Wealth Management increased its Travelers Companies (TRV) stake by 4.7% in Q1 2026, buying an estimated $27.8K and bringing the position to 2,132 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #128.

SHP Wealth Management first reported a position in TRV in Q4 2025 and has held it in 2 quarters since. 1,789 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • SHP Wealth Management held 2,132 shares of Travelers Companies worth $622K as of Q1 2026.
  • SHP Wealth Management bought 95 Travelers Companies shares in Q1 2026, an estimated $27.8K.
  • Travelers Companies made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #128 holding.
  • SHP Wealth Management first reported a position in Travelers Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,789 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.