UF
TRV icon

Univest Financial’s Travelers Companies TRV Stock Holding History

Univest Financial’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 		$486K Buy
1,472
+1
+0.1% +$303 0.02% 203
2026
Q1 		$429K Sell
1,471
-99
-6% -$29K 0.02% 205
2025
Q4 		$455K Buy
1,570
+2
+0.1% +$563 0.02% 202
2025
Q3 		$438K Sell
1,568
-59
-4% -$15.8K 0.02% 195
2025
Q2 		$435K Hold
1,627
– – 0.03% 198
2025
Q1 		$430K Sell
1,627
-68
-4% -$16.9K 0.03% 209
2024
Q4 		$408K Hold
1,695
– – 0.03% 214
2024
Q3 		$397K Buy
+1,695
New +$374K 0.03% 219

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

Univest Financial's TRV Position: Q2 2026 in Review

Univest Financial increased its Travelers Companies (TRV) stake by 0.07% in Q2 2026, buying an estimated $303 and bringing the position to 1,472 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #203.

Univest Financial first reported a position in TRV in Q3 2024 and has held it in 8 quarters since. 1,851 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Univest Financial held 1,472 shares of Travelers Companies worth $486K as of Q2 2026.
  • Univest Financial bought 1 Travelers Companies share in Q2 2026, an estimated $303.
  • Travelers Companies made up 0.02% of Univest Financial's portfolio in Q2 2026, its #203 holding.
  • Univest Financial first reported a position in Travelers Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.