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Sound View Wealth Advisors Group’s Travelers Companies TRV Stock Holding History

Sound View Wealth Advisors Group’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 		$734K Buy
2,224
+5
+0.2% +$1.51K 0.05% 241
2026
Q1 		$647K Sell
2,219
-26
-1% -$7.62K 0.04% 248
2025
Q4 		$651K Sell
2,245
-215
-9% -$60.5K 0.04% 242
2025
Q3 		$687K Sell
2,460
-42
-2% -$11.2K 0.05% 240
2025
Q2 		$669K Sell
2,502
-94
-4% -$24.8K 0.05% 235
2025
Q1 		$687K Sell
2,596
-304
-10% -$75.7K 0.06% 222
2024
Q4 		$699K Buy
2,900
+100
+4% +$25K 0.06% 222
2024
Q3 		$656K Buy
2,800
+388
+16% +$85.5K 0.05% 228
2024
Q2 		$490K Hold
2,412
– – 0.05% 236
2024
Q1 		$555K Sell
2,412
-335
-12% -$71.6K 0.06% 225
2023
Q4 		$523K Buy
2,747
+460
+20% +$79.7K 0.06% 229
2023
Q3 		$373K Buy
2,287
+176
+8% +$29.4K 0.05% 257
2023
Q2 		$367K Sell
2,111
-80
-4% -$14.1K 0.05% 262
2023
Q1 		$376K Sell
2,191
-556
-20% -$101K 0.05% 257
2022
Q4 		$523K Buy
+2,747
New +$494K 0.06% 229
2021
Q2 		– Sell
-1,739
Closed -$262K – 292
2021
Q1 		$262K Buy
1,739
+32
+2% +$4.7K 0.06% 235
2020
Q4 		$240K Buy
+1,707
New +$219K 0.06% 232
2020
Q3 		– Sell
-1,781
Closed -$203K – 250
2020
Q2 		$203K Buy
+1,781
New +$188K 0.06% 235
2020
Q1 		– Sell
-3,151
Closed -$432K – 233
2019
Q4 		$432K Buy
3,151
+51
+2% +$6.94K 0.12% 149
2019
Q3 		$461K Buy
3,100
+13
+0.4% +$1.93K 0.14% 146
2019
Q2 		$462K Buy
+3,087
New +$445K 0.14% 150

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

Sound View Wealth Advisors Group's TRV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Travelers Companies (TRV) stake by 0.23% in Q2 2026, buying an estimated $1.51K and bringing the position to 2,224 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #241.

Sound View Wealth Advisors Group first reported a position in TRV in Q2 2019 and has held it in 21 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,224 shares of Travelers Companies worth $734K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 5 Travelers Companies shares in Q2 2026, an estimated $1.51K.
  • Travelers Companies made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #241 holding.
  • Sound View Wealth Advisors Group first reported a position in Travelers Companies in Q2 2019 and has held it in 21 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.