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Wayfinding Financial’s Travelers Companies TRV Stock Holding History

Wayfinding 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 		$280K Buy
851
+29
+4% +$8.79K 0.11% 133
2026
Q1 		$239K Buy
822
+27
+3% +$7.91K 0.1% 137
2025
Q4 		$230K Buy
795
+8
+1% +$2.25K 0.1% 138
2025
Q3 		$219K Hold
787
– – 0.09% 143
2025
Q2 		$206K Sell
787
-27
-3% -$7.12K 0.09% 144
2025
Q1 		$215K Buy
+814
New +$203K 0.09% 134

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

Wayfinding Financial's TRV Position: Q2 2026 in Review

Wayfinding Financial increased its Travelers Companies (TRV) stake by 3.5% in Q2 2026, buying an estimated $8.79K and bringing the position to 851 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #133.

Wayfinding Financial first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Wayfinding Financial held 851 shares of Travelers Companies worth $280K as of Q2 2026.
  • Wayfinding Financial bought 29 Travelers Companies shares in Q2 2026, an estimated $8.79K.
  • Travelers Companies made up 0.11% of Wayfinding Financial's portfolio in Q2 2026, its #133 holding.
  • Wayfinding Financial first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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