SFC
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SYM Financial Corp’s Travelers Companies TRV Stock Holding History

SYM Financial Corp’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 		$511K Buy
1,751
+28
+2% +$8.2K 0.05% 127
2025
Q4 		$500K Buy
1,723
+12
+0.7% +$3.38K 0.05% 129
2025
Q3 		$478K Buy
1,711
+70
+4% +$18.7K 0.05% 118
2025
Q2 		$439K Buy
1,641
+56
+4% +$14.8K 0.05% 142
2025
Q1 		$419K Buy
1,585
+286
+22% +$71.3K 0.05% 127
2024
Q4 		$313K Buy
1,299
+99
+8% +$24.7K 0.04% 151
2024
Q3 		$281K Buy
1,200
+122
+11% +$26.9K 0.04% 121
2024
Q2 		$219K Buy
+1,078
New +$232K 0.03% 139

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

SYM Financial Corp's TRV Position: Q1 2026 in Review

SYM Financial Corp increased its Travelers Companies (TRV) stake by 1.6% in Q1 2026, buying an estimated $8.2K and bringing the position to 1,751 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #127.

SYM Financial Corp first reported a position in TRV in Q2 2024 and has held it in 8 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • SYM Financial Corp held 1,751 shares of Travelers Companies worth $511K as of Q1 2026.
  • SYM Financial Corp bought 28 Travelers Companies shares in Q1 2026, an estimated $8.2K.
  • Travelers Companies made up 0.05% of SYM Financial Corp's portfolio in Q1 2026, its #127 holding.
  • SYM Financial Corp first reported a position in Travelers Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.