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Spartan Wealth Advisory Services LLC’s Travelers Companies TRV Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.96M Sell
5,934
-101
-2% -$30.6K 0.16% 121
2026
Q1 		$1.76M Buy
+6,035
New +$1.77M 0.15% 120

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's TRV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Travelers Companies (TRV) stake by 1.7% in Q2 2026, selling an estimated $30.6K and leaving 5,934 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #121.

Spartan Wealth Advisory Services LLC first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 1,770 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 5,934 shares of Travelers Companies worth $1.96M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 101 Travelers Companies shares in Q2 2026, an estimated $30.6K.
  • Travelers Companies made up 0.16% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #121 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.