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Sunrise Financial Services’s Travelers Companies TRV Stock Holding History

Sunrise Financial 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 		$7.92K Hold
24
– – ﹤0.01% 252
2026
Q1 		$7K Hold
24
– – 0.01% 258
2025
Q4 		$6.96K Buy
+24
New +$6.75K 0.01% 231

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

Sunrise Financial Services's TRV Position: Q2 2026 in Review

Sunrise Financial Services held its Travelers Companies (TRV) position steady in Q2 2026 at 24 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Sunrise Financial Services first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sunrise Financial Services held 24 shares of Travelers Companies worth $7.92K as of Q2 2026.
  • Sunrise Financial Services left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #252 holding.
  • Sunrise Financial Services first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.