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Your Advocates Ltd’s Travelers Companies TRV Stock Holding History

Your Advocates Ltd’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 		$11.6K Hold
35
– – ﹤0.01% 123
2026
Q1 		$10.2K Hold
35
– – ﹤0.01% 126
2025
Q4 		$10.2K Hold
35
– – ﹤0.01% 127
2025
Q3 		$9.77K Hold
35
– – ﹤0.01% 120
2025
Q2 		$9.36K Hold
35
– – ﹤0.01% 108
2025
Q1 		$9.26K Hold
35
– – ﹤0.01% 114
2024
Q4 		$8.43K Hold
35
– – ﹤0.01% 114
2024
Q3 		$8.19K Hold
35
– – ﹤0.01% 119
2024
Q2 		$7.12K Hold
35
– – ﹤0.01% 122
2024
Q1 		$8.05K Hold
35
– – ﹤0.01% 118
2023
Q4 		$6.67K Hold
35
– – ﹤0.01% 120
2023
Q3 		$5.72K Sell
35
-10
-22% -$1.67K ﹤0.01% 142
2023
Q2 		$7.82K Buy
+45
New +$7.94K ﹤0.01% 145

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

Your Advocates Ltd's TRV Position: Q2 2026 in Review

Your Advocates Ltd held its Travelers Companies (TRV) position steady in Q2 2026 at 35 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Your Advocates Ltd first reported a position in TRV in Q2 2023 and has held it in 13 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Your Advocates Ltd held 35 shares of Travelers Companies worth $11.6K as of Q2 2026.
  • Your Advocates Ltd left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #123 holding.
  • Your Advocates Ltd first reported a position in Travelers Companies in Q2 2023 and has held it in 13 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.