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True Link Financial Advisors’s Travelers Companies TRV Stock Holding History

True Link Financial 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 		– Sell
-72
Closed -$21K – 372
2026
Q1 		$21K Buy
+72
New +$21.1K ﹤0.01% 281
2021
Q4 		– Sell
-17
Closed -$3K – 803
2021
Q3 		$3K Hold
17
– – ﹤0.01% 721
2021
Q2 		$3K Buy
+17
New +$2.64K ﹤0.01% 656

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

True Link Financial Advisors's TRV Position: Q2 2026 in Review

True Link Financial Advisors sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 72 shares — an estimated $21K sold.

True Link Financial Advisors first reported a position in TRV in Q2 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2026. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • True Link Financial Advisors reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 72 Travelers Companies shares in Q2 2026, an estimated $21K.
  • True Link Financial Advisors first reported a position in Travelers Companies in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Travelers Companies position peaked at $21K in Q1 2026.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.