WCP
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Wick Capital Partners’s Travelers Companies TRV Stock Holding History

Wick Capital Partners’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 		$270K Buy
818
+79
+11% +$23.9K 0.04% 175
2026
Q1 		$215K Buy
+739
New +$216K 0.04% 209

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Fidelity Investments
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Vanguard Portfolio Management
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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

Wick Capital Partners's TRV Position: Q2 2026 in Review

Wick Capital Partners increased its Travelers Companies (TRV) stake by 11% in Q2 2026, buying an estimated $23.9K and bringing the position to 818 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #175.

Wick Capital Partners first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Wick Capital Partners held 818 shares of Travelers Companies worth $270K as of Q2 2026.
  • Wick Capital Partners bought 79 Travelers Companies shares in Q2 2026, an estimated $23.9K.
  • Travelers Companies made up 0.04% of Wick Capital Partners's portfolio in Q2 2026, its #175 holding.
  • Wick Capital Partners first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.