WealthPlan Investment Management’s Travelers Companies TRV Stock Holding History

WealthPlan Investment Management’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	$442K	Buy	1,339 +18	+1%	+$5.46K	0.02%	342
2026 Q1	$385K	Sell	1,321 -33	-2%	-$9.67K	0.02%	342
2025 Q4	$393K	Sell	1,354 -41	-3%	-$11.5K	0.03%	284
2025 Q3	$389K	Sell	1,395 -19	-1%	-$5.09K	0.03%	248
2025 Q2	$378K	Buy	+1,414	New	+$373K	0.03%	265
2023 Q3	–	Sell	-100	Closed	-$17.4K	–	339
2023 Q2	$17.4K	Hold	100	–	–	0.01%	254
2023 Q1	$17.1K	Buy	+100	New	+$18.2K	﹤0.01%	302

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPlan Investment Management's TRV Position: Q2 2026 in Review

WealthPlan Investment Management increased its Travelers Companies (TRV) stake by 1.4% in Q2 2026, buying an estimated $5.46K and bringing the position to 1,339 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #342.

WealthPlan Investment Management first reported a position in TRV in Q1 2023 and has held it in 7 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

WealthPlan Investment Management held 1,339 shares of Travelers Companies worth $442K as of Q2 2026.
WealthPlan Investment Management bought 18 Travelers Companies shares in Q2 2026, an estimated $5.46K.
Travelers Companies made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #342 holding.
WealthPlan Investment Management first reported a position in Travelers Companies in Q1 2023 and has held it in 7 quarters since.
1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.