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Wealth Preservation Advisors’s Travelers Companies TRV Stock Holding History

Wealth Preservation 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 		$55.7K Buy
191
+126
+194% +$36.9K 0.05% 153
2025
Q4 		$18.9K Buy
+65
New +$18.3K 0.01% 265
2025
Q3 		– Sell
-65
Closed -$17.4K – 599
2025
Q2 		$17.4K Hold
65
– – 0.01% 256
2025
Q1 		$17.2K Buy
+65
New +$16.2K 0.01% 275

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

Wealth Preservation Advisors's TRV Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Travelers Companies (TRV) stake by 194% in Q1 2026, buying an estimated $36.9K and bringing the position to 191 shares worth $55.7K. The position accounts for 0.05% of the portfolio, ranked #153.

Wealth Preservation Advisors first reported a position in TRV in Q1 2025 and has held it in 4 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Wealth Preservation Advisors held 191 shares of Travelers Companies worth $55.7K as of Q1 2026.
  • Wealth Preservation Advisors bought 126 Travelers Companies shares in Q1 2026, an estimated $36.9K.
  • Travelers Companies made up 0.05% of Wealth Preservation Advisors's portfolio in Q1 2026, its #153 holding.
  • Wealth Preservation Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 4 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.