Alpine Bank Wealth Management’s Travelers Companies TRV Stock Holding History

Alpine Bank Wealth Management’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	$403K	Sell	1,380 -10	-0.7%	-$2.93K	0.06%	122
2025 Q4	$403K	Sell	1,390 -1	-0.1%	-$281	0.06%	118
2025 Q3	$388K	Sell	1,391 -5	-0.4%	-$1.34K	0.05%	117
2025 Q2	$373K	Hold	1,396	–	–	0.06%	113
2025 Q1	$369K	Buy	+1,396	New	+$348K	0.06%	107
2024 Q3	$346K	Buy	+1,479	New	+$326K	0.06%	118

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

Alpine Bank Wealth Management's TRV Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Travelers Companies (TRV) stake by 0.72% in Q1 2026, selling an estimated $2.93K and leaving 1,380 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #122.

Alpine Bank Wealth Management first reported a position in TRV in Q3 2024 and has held it in 6 quarters since. The position peaked at $403K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Alpine Bank Wealth Management held 1,380 shares of Travelers Companies worth $403K as of Q1 2026.
Alpine Bank Wealth Management sold 10 Travelers Companies shares in Q1 2026, an estimated $2.93K.
Travelers Companies made up 0.06% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #122 holding.
Alpine Bank Wealth Management first reported a position in Travelers Companies in Q3 2024 and has held it in 6 quarters since.
Alpine Bank Wealth Management's Travelers Companies position peaked at $403K in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.