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SIMA Wealth Partners’s Travelers Companies TRV Stock Holding History

SIMA Wealth 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
2025
Q4 		– Sell
-20
Closed -$5.58K – 160
2025
Q3 		$5.58K Buy
+20
New +$5.36K ﹤0.01% 137

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SIMA Wealth Partners's TRV Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 20 shares — an estimated $5.58K sold.

SIMA Wealth Partners first reported a position in TRV in Q3 2025 and held it in 1 quarter. The position peaked at $5.58K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • SIMA Wealth Partners reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 20 Travelers Companies shares in Q4 2025, an estimated $5.58K.
  • SIMA Wealth Partners first reported a position in Travelers Companies in Q3 2025 and held it in 1 quarter.
  • SIMA Wealth Partners's Travelers Companies position peaked at $5.58K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.