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SmartHarvest Portfolios’s Travelers Companies TRV Stock Holding History

SmartHarvest Portfolios’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 		$444K Buy
1,345
+196
+17% +$59.4K 0.14% 152
2026
Q1 		$335K Sell
1,149
-275
-19% -$80.6K 0.14% 172
2025
Q4 		$413K Buy
+1,424
New +$401K 0.14% 152

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

SmartHarvest Portfolios's TRV Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Travelers Companies (TRV) stake by 17% in Q2 2026, buying an estimated $59.4K and bringing the position to 1,345 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #152.

SmartHarvest Portfolios first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • SmartHarvest Portfolios held 1,345 shares of Travelers Companies worth $444K as of Q2 2026.
  • SmartHarvest Portfolios bought 196 Travelers Companies shares in Q2 2026, an estimated $59.4K.
  • Travelers Companies made up 0.14% of SmartHarvest Portfolios's portfolio in Q2 2026, its #152 holding.
  • SmartHarvest Portfolios first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.