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Whipplewood Advisors’s Travelers Companies TRV Stock Holding History

Whipplewood 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 		$26.3K Buy
+90
New +$26.4K 0.01% 350
2025
Q3 		– Sell
-101
Closed -$27K – 1089
2025
Q2 		$27K Buy
101
+37
+58% +$9.75K 0.01% 411
2025
Q1 		$26.7K Sell
64
-37
-37% -$9.22K 0.02% 402
2024
Q4 		$24.3K Buy
+101
New +$25.2K 0.01% 415

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

Whipplewood Advisors's TRV Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Travelers Companies (TRV) in Q1 2026: 90 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in TRV as recently as Q2 2025.

Whipplewood Advisors first reported a position in TRV in Q4 2024 and has held it in 4 quarters since. The position peaked at $27K in Q2 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Whipplewood Advisors held 90 shares of Travelers Companies worth $26.3K as of Q1 2026.
  • Travelers Companies was a new Whipplewood Advisors position in Q1 2026.
  • Travelers Companies made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #350 holding.
  • Whipplewood Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Travelers Companies position peaked at $27K in Q2 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.