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Stonebridge Financial Group (Pennsylvania)’s Travelers Companies TRV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$231K Buy
699
+8
+1% +$2.42K 0.02% 251
2026
Q1 		$202K Buy
+691
New +$202K 0.02% 256
2025
Q2 		– Sell
-672
Closed -$178K – 874
2025
Q1 		$178K Buy
672
+2
+0.3% +$498 0.02% 231
2024
Q4 		$161K Buy
+670
New +$167K 0.02% 242

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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

Stonebridge Financial Group (Pennsylvania)'s TRV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Travelers Companies (TRV) stake by 1.2% in Q2 2026, buying an estimated $2.42K and bringing the position to 699 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #251.

Stonebridge Financial Group (Pennsylvania) first reported a position in TRV in Q4 2024 and has held it in 4 quarters since. 1,593 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 699 shares of Travelers Companies worth $231K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 8 Travelers Companies shares in Q2 2026, an estimated $2.42K.
  • Travelers Companies made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #251 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Travelers Companies in Q4 2024 and has held it in 4 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.