Wealthspire Advisors (New York)’s Travelers Companies TRV Stock Holding History

Wealthspire Advisors (New York)’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	$1.81M	Buy	5,496 +763	+16%	+$231K	0.01%	436
2026 Q1	$1.38M	Sell	4,733 -371	-7%	-$109K	0.01%	346
2025 Q4	$1.48M	Buy	5,104 +2,294	+82%	+$646K	0.01%	352
2025 Q3	$785K	Sell	2,810 -550	-16%	-$147K	﹤0.01%	437
2025 Q2	$899K	Sell	3,360 -219	-6%	-$57.7K	0.01%	412
2025 Q1	$946K	Buy	3,579 +80	+2%	+$19.9K	0.01%	387
2024 Q4	$843K	Buy	3,499 +142	+4%	+$35.5K	0.01%	406
2024 Q3	$786K	Sell	3,357 -17	-0.5%	-$3.75K	0.01%	410
2024 Q2	$686K	Sell	3,374 -60	-2%	-$12.9K	0.01%	372
2024 Q1	$790K	Sell	3,434 -122	-3%	-$26.1K	0.01%	347
2023 Q4	$677K	Buy	3,556 +135	+4%	+$23.4K	0.01%	373
2023 Q3	$559K	Buy	3,421 +1,291	+61%	+$216K	0.01%	372
2023 Q2	$370K	Buy	2,130 +41	+2%	+$7.23K	0.01%	422
2023 Q1	$358K	Sell	2,089 -218	-9%	-$39.6K	0.01%	408
2022 Q4	$433K	Buy	2,307 +482	+26%	+$86.7K	0.01%	393
2022 Q3	$280K	Buy	+1,825	New	+$297K	0.01%	425
2021 Q4	–	Sell	-2,758	Closed	-$419K	–	625
2021 Q3	$419K	Buy	+2,758	New	+$427K	0.01%	392
2021 Q2	–	Sell	-2,203	Closed	-$331K	–	639
2021 Q1	$331K	Buy	2,203 +253	+13%	+$37.2K	0.01%	520
2020 Q4	$274K	Buy	+1,950	New	+$250K	0.01%	467
2020 Q2	–	Sell	-4,296	Closed	-$427K	–	505
2020 Q1	$427K	Buy	+4,296	New	+$534K	0.02%	321
2019 Q1	–	Sell	-229	Closed	-$27K	–	724
2018 Q4	$27K	Buy	+229	New	+$28.7K	﹤0.01%	280

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

Wealthspire Advisors (New York)'s TRV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Travelers Companies (TRV) stake by 16% in Q2 2026, buying an estimated $231K and bringing the position to 5,496 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #436.

Wealthspire Advisors (New York) first reported a position in TRV in Q4 2018 and has held it in 21 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Wealthspire Advisors (New York) held 5,496 shares of Travelers Companies worth $1.81M as of Q2 2026.
Wealthspire Advisors (New York) bought 763 Travelers Companies shares in Q2 2026, an estimated $231K.
Travelers Companies made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #436 holding.
Wealthspire Advisors (New York) first reported a position in Travelers Companies in Q4 2018 and has held it in 21 quarters since.
1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.