Winning Points Advisors’s Travelers Companies TRV Stock Holding History

Winning Points 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	$311K	Sell	1,021 -35	-3%	-$10.3K	0.42%	34
2025 Q4	$306K	Buy	+1,056	New	+$297K	0.33%	36
2024 Q1	$201K	Hold	1,056	–	–	0.31%	36
2023 Q4	$201K	Buy	+1,056	New	+$183K	0.31%	36
2023 Q3	–	Sell	-1,056	Closed	-$201K	–	39
2023 Q2	$201K	Buy	+1,056	New	+$186K	0.31%	36
2022 Q1	–	Sell	-1,634	Closed	-$244K	–	80
2021 Q4	$244K	Buy	+1,634	New	+$255K	0.18%	65
2020 Q1	–	Sell	-1,634	Closed	-$224K	–	76
2019 Q4	$224K	Hold	1,634	–	–	0.14%	67
2019 Q3	$242K	Hold	1,634	–	–	0.17%	64
2019 Q2	$244K	Hold	1,634	–	–	0.18%	65
2019 Q1	$224K	Buy	+1,634	New	+$209K	0.17%	66
2018 Q4	–	Sell	-1,634	Closed	-$212K	–	73
2018 Q3	$212K	Buy	+1,634	New	+$211K	0.16%	70
2018 Q2	–	Sell	-1,634	Closed	-$223K	–	75
2018 Q1	$223K	Hold	1,634	–	–	0.18%	66
2017 Q4	$222K	Hold	1,634	–	–	0.18%	67
2017 Q3	$200K	Hold	1,634	–	–	0.17%	67
2017 Q2	$208K	Buy	+1,634	New	+$201K	0.2%	66
2017 Q1	–	Sell	-1,634	Closed	-$200K	–	66
2016 Q4	$200K	Buy	+1,634	New	+$187K	0.22%	61

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winning Points Advisors's TRV Position: Q1 2026 in Review

Winning Points Advisors reduced its Travelers Companies (TRV) stake by 3.3% in Q1 2026, selling an estimated $10.3K and leaving 1,021 shares worth $311K. The position accounts for 0.42% of the portfolio, ranked #34.

Winning Points Advisors first reported a position in TRV in Q4 2016 and has held it in 16 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Winning Points Advisors held 1,021 shares of Travelers Companies worth $311K as of Q1 2026.
Winning Points Advisors sold 35 Travelers Companies shares in Q1 2026, an estimated $10.3K.
Travelers Companies made up 0.42% of Winning Points Advisors's portfolio in Q1 2026, its #34 holding.
Winning Points Advisors first reported a position in Travelers Companies in Q4 2016 and has held it in 16 quarters since.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.