Winnow Wealth’s Travelers Companies TRV Stock Holding History

Winnow Wealth’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	-8	Closed	-$2.33K	–	520
2025 Q4	$2.33K	Hold	8	–	–	﹤0.01%	351
2025 Q3	$2.24K	Sell	8 -20	-71%	-$5.36K	﹤0.01%	344
2025 Q2	$7.49K	Buy	28 +20	+250%	+$5.27K	0.01%	135
2025 Q1	$1.92K	Buy	8 +3	+60%	+$747	﹤0.01%	325
2024 Q4	$1.17K	Buy	+5	New	+$1.25K	﹤0.01%	331

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

Winnow Wealth's TRV Position: Q1 2026 in Review

Winnow Wealth sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 8 shares — an estimated $2.33K sold.

Winnow Wealth first reported a position in TRV in Q4 2024 and held it in 5 quarters. The position peaked at $7.49K in Q2 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Winnow Wealth reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 8 Travelers Companies shares in Q1 2026, an estimated $2.33K.
Winnow Wealth first reported a position in Travelers Companies in Q4 2024 and held it in 5 quarters.
Winnow Wealth's Travelers Companies position peaked at $7.49K in Q2 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.