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Soltis Investment Advisors’s Travelers Companies TRV Stock Holding History

Soltis Investment Advisors’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 		$788K Buy
+2,700
New +$791K 0.05% 258

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Soltis Investment Advisors's TRV Position: Q1 2026 in Review

Soltis Investment Advisors increased its Travelers Companies (TRV) stake by 13% in Q1 2026, buying an estimated $139K and bringing the position to 4,233 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #193.

Soltis Investment Advisors first reported a position in TRV in Q2 2024 and has held it in 8 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Soltis Investment Advisors held 4,233 shares of Travelers Companies worth $1.23M as of Q1 2026.
  • Soltis Investment Advisors bought 474 Travelers Companies shares in Q1 2026, an estimated $139K.
  • Travelers Companies made up 0.08% of Soltis Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • Soltis Investment Advisors first reported a position in Travelers Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.