Signature Wealth Management Partners’s Travelers Companies TRV Stock Holding History

Signature Wealth Management Partners’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	$248K	Sell	750 -13	-2%	-$3.94K	0.12%	104
2026 Q1	$223K	Hold	763	–	–	0.11%	106
2025 Q4	$221K	Hold	763	–	–	0.11%	111
2025 Q3	$213K	Buy	763 +13	+2%	+$3.48K	0.11%	106
2025 Q2	$201K	Buy	+750	New	+$198K	0.11%	106
2024 Q3	–	Sell	-1,000	Closed	-$203K	–	107
2024 Q2	$203K	Hold	1,000	–	–	0.15%	97
2024 Q1	$230K	Buy	+1,000	New	+$214K	0.19%	89

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Signature Wealth Management Partners's TRV Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Travelers Companies (TRV) stake by 1.7% in Q2 2026, selling an estimated $3.94K and leaving 750 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #104.

Signature Wealth Management Partners first reported a position in TRV in Q1 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Signature Wealth Management Partners held 750 shares of Travelers Companies worth $248K as of Q2 2026.
Signature Wealth Management Partners sold 13 Travelers Companies shares in Q2 2026, an estimated $3.94K.
Travelers Companies made up 0.12% of Signature Wealth Management Partners's portfolio in Q2 2026, its #104 holding.
Signature Wealth Management Partners first reported a position in Travelers Companies in Q1 2024 and has held it in 7 quarters since.
1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.