Wealthfront Advisers’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
Q1 | $7.2M | Buy |
24,689
+938
| +4% | +$275K | 0.02% | 337 |
|
|
2025
Q4 | $6.89M | Buy |
23,751
+694
| +3% | +$195K | 0.02% | 325 |
|
|
2025
Q3 | $6.44M | Buy |
23,057
+2,577
| +13% | +$690K | 0.02% | 338 |
|
|
2025
Q2 | $5.48M | Buy |
20,480
+196
| +1% | +$51.7K | 0.01% | 357 |
|
|
2025
Q1 | $5.36M | Buy |
20,284
+3,306
| +19% | +$824K | 0.01% | 341 |
|
|
2024
Q4 | $4.09M | Buy |
16,978
+610
| +4% | +$152K | 0.01% | 375 |
|
|
2024
Q3 | $3.83M | Buy |
16,368
+4,294
| +36% | +$947K | 0.01% | 366 |
|
|
2024
Q2 | $2.46M | Buy |
12,074
+447
| +4% | +$96.1K | 0.01% | 437 |
|
|
2024
Q1 | $2.68M | Buy |
11,627
+174
| +2% | +$37.2K | 0.01% | 413 |
|
|
2023
Q4 | $2.18M | Buy |
11,453
+293
| +3% | +$50.7K | 0.01% | 446 |
|
|
2023
Q3 | $1.82M | Sell |
11,160
-4,991
| -31% | -$834K | 0.01% | 440 |
|
|
2023
Q2 | $2.8M | Sell |
16,151
-3,154
| -16% | -$556K | 0.01% | 341 |
|
|
2023
Q1 | $3.31M | Buy |
19,305
+704
| +4% | +$128K | 0.02% | 285 |
|
|
2022
Q4 | $3.49M | Buy |
18,601
+1,548
| +9% | +$278K | 0.02% | 265 |
|
|
2022
Q3 | $2.61M | Sell |
17,053
-1,950
| -10% | -$317K | 0.01% | 311 |
|
|
2022
Q2 | $3.21M | Sell |
19,003
-4,111
| -18% | -$715K | 0.02% | 272 |
|
|
2022
Q1 | $4.22M | Buy |
23,114
+9,919
| +75% | +$1.7M | 0.02% | 234 |
|
|
2021
Q4 | $2.06M | Buy |
13,195
+7,603
| +136% | +$1.19M | 0.01% | 381 |
|
|
2021
Q3 | $850K | Buy |
5,592
+1,095
| +24% | +$170K | ﹤0.01% | 492 |
|
|
2021
Q2 | $673K | Buy |
4,497
+523
| +13% | +$81.1K | ﹤0.01% | 477 |
|
|
2021
Q1 | $598K | Buy |
3,974
+306
| +8% | +$45K | ﹤0.01% | 435 |
|
|
2020
Q4 | $515K | Buy |
+3,668
| New | +$471K | ﹤0.01% | 434 |
|
|
2020
Q3 | – | Sell |
-1,872
| Closed | -$214K | – | 514 |
|
|
2020
Q2 | $214K | Buy |
+1,872
| New | +$197K | ﹤0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-11,647
| Closed | -$1.59M | – | 490 |
|
|
2019
Q4 | $1.59M | Sell |
11,647
-2,592
| -18% | -$353K | 0.01% | 228 |
|
|
2019
Q3 | $2.12M | Sell |
14,239
-285
| -2% | -$42.4K | 0.02% | 154 |
|
|
2019
Q2 | $2.17M | Buy |
14,524
+825
| +6% | +$119K | 0.02% | 146 |
|
|
2019
Q1 | $1.88M | Buy |
13,699
+1,450
| +12% | +$186K | 0.02% | 155 |
|
|
2018
Q4 | $1.47M | Buy |
+12,249
| New | +$1.53M | 0.02% | 178 |
|
Other funds holding TRV
VCM
VPM
Wealthfront Advisers's TRV Position: Q1 2026 in Review
Wealthfront Advisers increased its Travelers Companies (TRV) stake by 3.9% in Q1 2026, buying an estimated $275K and bringing the position to 24,689 shares worth $7.2M. The position accounts for 0.02% of the portfolio, ranked #337.
Wealthfront Advisers first reported a position in TRV in Q4 2018 and has held it in 28 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.
- Wealthfront Advisers held 24,689 shares of Travelers Companies worth $7.2M as of Q1 2026.
- Wealthfront Advisers bought 938 Travelers Companies shares in Q1 2026, an estimated $275K.
- Travelers Companies made up 0.02% of Wealthfront Advisers's portfolio in Q1 2026, its #337 holding.
- Wealthfront Advisers first reported a position in Travelers Companies in Q4 2018 and has held it in 28 quarters since.
- 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.
Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.