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Triad Wealth Partners’s Travelers Companies TRV Stock Holding History

Triad Wealth Partners’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 		$274K Buy
+733
New +$222K 0.02% 466
2024
Q3 		– Sell
-24
Closed -$4.88K – 835
2024
Q2 		$4.88K Buy
+24
New +$5.16K ﹤0.01% 573

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Triad Wealth Partners's TRV Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Travelers Companies (TRV) in Q2 2026: 733 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #466 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TRV as recently as Q2 2024.

Triad Wealth Partners first reported a position in TRV in Q2 2024 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Triad Wealth Partners held 733 shares of Travelers Companies worth $274K as of Q2 2026.
  • Travelers Companies was a new Triad Wealth Partners position in Q2 2026.
  • Travelers Companies made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #466 holding.
  • Triad Wealth Partners first reported a position in Travelers Companies in Q2 2024 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.