VA
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VestGen Advisors’s Travelers Companies TRV Stock Holding History

VestGen 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
Q1 		$916K Buy
3,070
+1,341
+78% +$393K 0.02% 485
2025
Q4 		$501K Buy
1,729
+58
+3% +$16.3K 0.02% 483
2025
Q3 		$467K Buy
1,671
+461
+38% +$123K 0.02% 499
2025
Q2 		$324K Buy
1,210
+69
+6% +$18.2K 0.01% 489
2025
Q1 		$302K Buy
+1,141
New +$284K 0.01% 463

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VestGen Advisors's TRV Position: Q1 2026 in Review

VestGen Advisors increased its Travelers Companies (TRV) stake by 78% in Q1 2026, buying an estimated $393K and bringing the position to 3,070 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #485.

VestGen Advisors first reported a position in TRV in Q1 2025 and has held it in 5 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • VestGen Advisors held 3,070 shares of Travelers Companies worth $916K as of Q1 2026.
  • VestGen Advisors bought 1,341 Travelers Companies shares in Q1 2026, an estimated $393K.
  • Travelers Companies made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #485 holding.
  • VestGen Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.