Tanglewood Legacy Advisors’s Travelers Companies TRV Stock Holding History

Tanglewood Legacy Advisors’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	$165K	Hold	500	–	–	0.05%	104
2026 Q1	$146K	Hold	500	–	–	0.05%	109
2025 Q4	$145K	Hold	500	–	–	0.05%	109
2025 Q3	$140K	Hold	500	–	–	0.05%	110
2025 Q2	$134K	Hold	500	–	–	0.05%	110
2025 Q1	$132K	Hold	500	–	–	0.06%	111
2024 Q4	$120K	Hold	500	–	–	0.05%	112
2024 Q3	$117K	Hold	500	–	–	0.05%	111
2024 Q2	$102K	Hold	500	–	–	0.05%	116
2024 Q1	$115K	Hold	500	–	–	0.06%	112
2023 Q4	$95.2K	Hold	500	–	–	0.05%	118
2023 Q3	$81.7K	Hold	500	–	–	0.05%	125
2023 Q2	$86.8K	Hold	500	–	–	0.05%	126
2023 Q1	$85.7K	Hold	500	–	–	0.05%	120
2022 Q4	$93.7K	Buy	+500	New	+$89.9K	0.07%	97

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tanglewood Legacy Advisors's TRV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 500 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #104.

Tanglewood Legacy Advisors first reported a position in TRV in Q4 2022 and has held it in 15 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Tanglewood Legacy Advisors held 500 shares of Travelers Companies worth $165K as of Q2 2026.
Tanglewood Legacy Advisors left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #104 holding.
Tanglewood Legacy Advisors first reported a position in Travelers Companies in Q4 2022 and has held it in 15 quarters since.
1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.