ZRP
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Zynergy Retirement Planning’s Travelers Companies TRV Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-82
Closed -$19.8K – 97
2025
Q1 		$19.8K Hold
82
– – 0.01% 65
2024
Q4 		$19.2K Hold
82
– – 0.01% 65
2024
Q3 		$19.2K Sell
82
-50
-38% -$11K 0.01% 65
2024
Q2 		$26.8K Buy
+132
New +$28.4K 0.02% 59

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Zynergy Retirement Planning's TRV Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 82 shares — an estimated $19.8K sold.

Zynergy Retirement Planning first reported a position in TRV in Q2 2024 and held it in 4 quarters. The position peaked at $26.8K in Q2 2024. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 82 Travelers Companies shares in Q2 2025, an estimated $19.8K.
  • Zynergy Retirement Planning first reported a position in Travelers Companies in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Travelers Companies position peaked at $26.8K in Q2 2024.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.