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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
Q2 		– Sell
-191
Closed -$55.7K – 877
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 $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

Wealth Preservation Advisors's TRV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 191 shares — an estimated $55.7K sold.

Wealth Preservation Advisors first reported a position in TRV in Q1 2025 and held it in 4 quarters. The position peaked at $55.7K in Q1 2026. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 191 Travelers Companies shares in Q2 2026, an estimated $55.7K.
  • Wealth Preservation Advisors first reported a position in Travelers Companies in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Travelers Companies position peaked at $55.7K in Q1 2026.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.