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Westfuller Advisors’s Travelers Companies TRV Stock Holding History

Westfuller 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
Q2 		$50.6K Buy
153
+93
+155% +$28.2K 0.02% 304
2026
Q1 		$17.5K Hold
60
– – 0.01% 363
2025
Q4 		$17.4K Buy
60
+16
+36% +$4.5K 0.01% 387
2025
Q3 		$12.3K Buy
+44
New +$11.8K 0.01% 429

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfuller Advisors's TRV Position: Q2 2026 in Review

Westfuller Advisors increased its Travelers Companies (TRV) stake by 155% in Q2 2026, buying an estimated $28.2K and bringing the position to 153 shares worth $50.6K. The position accounts for 0.02% of the portfolio, ranked #304.

Westfuller Advisors first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,858 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Westfuller Advisors held 153 shares of Travelers Companies worth $50.6K as of Q2 2026.
  • Westfuller Advisors bought 93 Travelers Companies shares in Q2 2026, an estimated $28.2K.
  • Travelers Companies made up 0.02% of Westfuller Advisors's portfolio in Q2 2026, its #304 holding.
  • Westfuller Advisors first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.