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World Investment Advisors’s Travelers Companies TRV Stock Holding History

World Investment 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 		$1M Sell
3,429
-1,417
-29% -$429K 0.02% 700
2026
Q1 		$1.41M Buy
4,846
+258
+6% +$75.6K 0.02% 599
2025
Q4 		$1.33M Buy
4,588
+1,820
+66% +$512K 0.02% 591
2025
Q3 		$773K Buy
2,768
+589
+27% +$158K 0.02% 644
2025
Q2 		$583K Buy
2,179
+379
+21% +$99.9K 0.01% 680
2025
Q1 		$476K Buy
1,800
+290
+19% +$72.2K 0.01% 706
2024
Q4 		$364K Sell
1,510
-631
-29% -$158K 0.01% 752
2024
Q3 		$501K Buy
+2,141
New +$472K 0.02% 592
2024
Q2 		– Sell
-1,046
Closed -$241K – 632
2024
Q1 		$241K Buy
+1,046
New +$223K 0.03% 345

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

World Investment Advisors's TRV Position: Q2 2026 in Review

World Investment Advisors reduced its Travelers Companies (TRV) stake by 29% in Q2 2026, selling an estimated $429K and leaving 3,429 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #700.

World Investment Advisors first reported a position in TRV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • World Investment Advisors held 3,429 shares of Travelers Companies worth $1M as of Q2 2026.
  • World Investment Advisors sold 1,417 Travelers Companies shares in Q2 2026, an estimated $429K.
  • Travelers Companies made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #700 holding.
  • World Investment Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Travelers Companies position peaked at $1.41M in Q1 2026.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.