Bear Mountain Capital
TRV icon

Bear Mountain Capital’s Travelers Companies TRV Stock Holding History

Bear Mountain Capital’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
Q3 		$427K Buy
+1,096
New +$401K 0.12% 35
2025
Q2 		– Sell
-3
Closed -$802 – 318
2025
Q1 		$802 Buy
+3
New +$747 ﹤0.01% 200

Other funds holding TRV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bear Mountain Capital's TRV Position: Q3 2026 in Review

Bear Mountain Capital opened a new position in Travelers Companies (TRV) in Q3 2026: 1,096 shares worth $427K. The stake represents 0.12% of the portfolio and ranks #35 among its holdings. This is a return to the name: Bear Mountain Capital previously reported a position in TRV as recently as Q1 2025.

Bear Mountain Capital first reported a position in TRV in Q1 2025 and has held it in 2 quarters since. 1,179 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Bear Mountain Capital held 1,096 shares of Travelers Companies worth $427K as of Q3 2026.
  • Travelers Companies was a new Bear Mountain Capital position in Q3 2026.
  • Travelers Companies made up 0.12% of Bear Mountain Capital's portfolio in Q3 2026, its #35 holding.
  • Bear Mountain Capital first reported a position in Travelers Companies in Q1 2025 and has held it in 2 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Bear Mountain Capital's 13F filing for Q3 2026, filed 4 Nov 2026.