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Wealthstar Advisors’s Travelers Companies TRV Stock Holding History

Wealthstar Advisors’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 		– Sell
-977
Closed -$283K – 139
2025
Q4 		$283K Sell
977
-410
-30% -$115K 0.12% 110
2025
Q3 		$387K Hold
1,387
– – 0.15% 114
2025
Q2 		$371K Buy
1,387
+4
+0.3% +$1.05K 0.14% 114
2025
Q1 		$366K Sell
1,383
-108
-7% -$26.9K 0.17% 108
2024
Q4 		$359K Buy
+1,491
New +$372K 0.16% 106

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

Wealthstar Advisors's TRV Position: Q1 2026 in Review

Wealthstar Advisors sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 977 shares — an estimated $283K sold.

Wealthstar Advisors first reported a position in TRV in Q4 2024 and held it in 5 quarters. The position peaked at $387K in Q3 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Wealthstar Advisors reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Wealthstar Advisors sold 977 Travelers Companies shares in Q1 2026, an estimated $283K.
  • Wealthstar Advisors first reported a position in Travelers Companies in Q4 2024 and held it in 5 quarters.
  • Wealthstar Advisors's Travelers Companies position peaked at $387K in Q3 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.