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Strive Financial Group’s Travelers Companies TRV Stock Holding History

Strive Financial 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 		$106K Sell
321
-48
-13% -$14.5K 0.05% 200
2026
Q1 		$108K Hold
369
– – 0.06% 155
2025
Q4 		$107K Buy
+369
New +$104K 0.06% 157

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

Strive Financial Group's TRV Position: Q2 2026 in Review

Strive Financial Group reduced its Travelers Companies (TRV) stake by 13% in Q2 2026, selling an estimated $14.5K and leaving 321 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #200.

Strive Financial Group first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q1 2026. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Strive Financial Group held 321 shares of Travelers Companies worth $106K as of Q2 2026.
  • Strive Financial Group sold 48 Travelers Companies shares in Q2 2026, an estimated $14.5K.
  • Travelers Companies made up 0.05% of Strive Financial Group's portfolio in Q2 2026, its #200 holding.
  • Strive Financial Group first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Travelers Companies position peaked at $108K in Q1 2026.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.