Bank of Montreal’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
– Sell
-26
Closed -$2K – 4825
2014
Q1
$2K Buy
+26
New +$2.19K ﹤0.01% 3913

Other funds holding TRV

Bank of Montreal's TRV Position: Q2 2026 in Review

Bank of Montreal increased its Travelers Companies (TRV) stake by 13% in Q2 2026, buying an estimated $11.9M and bringing the position to 344,151 shares worth $114M. The position accounts for 0.04% of the portfolio, ranked #365.

Bank of Montreal first reported a position in TRV in Q2 2013 and has held it in 53 quarters since. The position peaked at $410M in Q1 2015. 1,862 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Bank of Montreal held 344,151 shares of Travelers Companies worth $114M as of Q2 2026.
  • Bank of Montreal bought 39,185 Travelers Companies shares in Q2 2026, an estimated $11.9M.
  • Travelers Companies made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #365 holding.
  • Bank of Montreal first reported a position in Travelers Companies in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Travelers Companies position peaked at $410M in Q1 2015.
  • 1,862 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.