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Verus Financial Partners’s Travelers Companies TRV Stock Holding History

Verus Financial 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
2025
Q4 		– Sell
-1,046
Closed -$292K – 123
2025
Q3 		$292K Buy
+1,046
New +$280K 0.03% 97

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Verus Financial Partners's TRV Position: Q4 2025 in Review

Verus Financial Partners sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 1,046 shares — an estimated $292K sold.

Verus Financial Partners first reported a position in TRV in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 1,777 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Verus Financial Partners reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • Verus Financial Partners sold 1,046 Travelers Companies shares in Q4 2025, an estimated $292K.
  • Verus Financial Partners first reported a position in Travelers Companies in Q3 2025 and held it in 1 quarter.
  • Verus Financial Partners's Travelers Companies position peaked at $292K in Q3 2025.
  • 1,777 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Verus Financial Partners's 13F filing for Q4 2025, filed 2 Feb 2026.