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Silver Oak Securities’s Travelers Companies TRV Stock Holding History

Silver Oak Securities’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 		$174K Buy
+527
New +$160K 0.01% 770

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

Silver Oak Securities's TRV Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Travelers Companies (TRV) in Q2 2026: 527 shares worth $174K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings.

1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Silver Oak Securities held 527 shares of Travelers Companies worth $174K as of Q2 2026.
  • Travelers Companies was a new Silver Oak Securities position in Q2 2026.
  • Travelers Companies made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #770 holding.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.