Vision Retirement’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.3K Hold
125
0.01% 252
2026
Q1
$36.5K Hold
125
0.01% 252
2025
Q4
$36.3K Buy
+125
New +$35.2K 0.01% 269

Other funds holding TRV

Vision Retirement's TRV Position: Q2 2026 in Review

Vision Retirement held its Travelers Companies (TRV) position steady in Q2 2026 at 125 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #252.

Vision Retirement first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,770 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Vision Retirement held 125 shares of Travelers Companies worth $41.3K as of Q2 2026.
  • Vision Retirement left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #252 holding.
  • Vision Retirement first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,770 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.