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Strategic Family Wealth Counselors’s Travelers Companies TRV Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-2,083
Closed -$562K – 220
2025
Q4 		$562K Buy
+2,083
New +$586K 0.13% 107

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 $4.04T 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 $315B AUM 27.84% 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

Strategic Family Wealth Counselors's TRV Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 2,083 shares — an estimated $562K sold.

Strategic Family Wealth Counselors first reported a position in TRV in Q4 2025 and held it in 1 quarter. The position peaked at $562K in Q4 2025. 1,789 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,083 Travelers Companies shares in Q1 2026, an estimated $562K.
  • Strategic Family Wealth Counselors first reported a position in Travelers Companies in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Travelers Companies position peaked at $562K in Q4 2025.
  • 1,789 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.