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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthPlan Investment Management's TRV Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Travelers Companies (TRV) stake by 2.4% in Q1 2026, selling an estimated $9.67K and leaving 1,321 shares worth $385K. 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 6 quarters since. The position peaked at $393K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

WealthPlan Investment Management held 1,321 shares of Travelers Companies worth $385K as of Q1 2026.
WealthPlan Investment Management sold 33 Travelers Companies shares in Q1 2026, an estimated $9.67K.
Travelers Companies made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #342 holding.
WealthPlan Investment Management first reported a position in Travelers Companies in Q1 2023 and has held it in 6 quarters since.
WealthPlan Investment Management's Travelers Companies position peaked at $393K in Q4 2025.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.