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Strong Tower Advisory Services’s Travelers Companies TRV Stock Holding History

Strong Tower Advisory Services’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 		– Sell
-1,234
Closed -$360K – 101
2026
Q1 		$360K Buy
1,234
+241
+24% +$70.6K 0.07% 85
2025
Q4 		$288K Hold
993
– – 0.05% 95
2025
Q3 		$277K Hold
993
– – 0.05% 94
2025
Q2 		$266K Buy
+993
New +$262K 0.05% 97

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

Strong Tower Advisory Services's TRV Position: Q2 2026 in Review

Strong Tower Advisory Services sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 1,234 shares — an estimated $360K sold.

Strong Tower Advisory Services first reported a position in TRV in Q2 2025 and held it in 4 quarters. The position peaked at $360K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Strong Tower Advisory Services reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Strong Tower Advisory Services sold 1,234 Travelers Companies shares in Q2 2026, an estimated $360K.
  • Strong Tower Advisory Services first reported a position in Travelers Companies in Q2 2025 and held it in 4 quarters.
  • Strong Tower Advisory Services's Travelers Companies position peaked at $360K in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Strong Tower Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.