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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
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
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

Wealthspire Advisors (New York)'s TRV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Travelers Companies (TRV) stake by 7.3% in Q1 2026, selling an estimated $109K and leaving 4,733 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #346.

Wealthspire Advisors (New York) first reported a position in TRV in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.48M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,733 shares of Travelers Companies worth $1.38M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 371 Travelers Companies shares in Q1 2026, an estimated $109K.
  • Travelers Companies made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #346 holding.
  • Wealthspire Advisors (New York) first reported a position in Travelers Companies in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Travelers Companies position peaked at $1.48M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.