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WealthCollab’s Travelers Companies TRV Stock Holding History

WealthCollab’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 		$19K Hold
65
– – 0.01% 387
2025
Q4 		$18.9K Hold
65
– – 0.01% 410
2025
Q3 		$18.1K Hold
65
– – 0.01% 380
2025
Q2 		$17.4K Hold
65
– – 0.01% 359
2025
Q1 		$17.2K Hold
65
– – 0.01% 354
2024
Q4 		$15.7K Hold
65
– – 0.01% 363
2024
Q3 		$15.2K Hold
65
– – 0.01% 374
2024
Q2 		$13.2K Hold
65
– – 0.01% 383
2024
Q1 		$15K Sell
65
-12
-16% -$2.56K 0.01% 342
2023
Q4 		$14.7K Buy
+77
New +$13.3K 0.01% 331

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

WealthCollab's TRV Position: Q1 2026 in Review

WealthCollab held its Travelers Companies (TRV) position steady in Q1 2026 at 65 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #387.

WealthCollab first reported a position in TRV in Q4 2023 and has held it in 10 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • WealthCollab held 65 shares of Travelers Companies worth $19K as of Q1 2026.
  • WealthCollab left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 0.01% of WealthCollab's portfolio in Q1 2026, its #387 holding.
  • WealthCollab first reported a position in Travelers Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.