Spectrum Wealth Advisory Group’s Travelers Companies TRV Stock Holding History

Spectrum Wealth Advisory 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	$998	Buy	+3	New	+$909	﹤0.01%	413

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spectrum Wealth Advisory Group's TRV Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Travelers Companies (TRV) in Q2 2026: 3 shares worth $998. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

1,844 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Spectrum Wealth Advisory Group held 3 shares of Travelers Companies worth $998 as of Q2 2026.
Travelers Companies was a new Spectrum Wealth Advisory Group position in Q2 2026.
Travelers Companies made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #413 holding.
1,844 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.