Bell Bank’s Travelers Companies TRV Stock Holding History

Bell Bank’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	$262K	Buy	794 +12	+2%	+$3.64K	0.01%	176
2026 Q1	$228K	Buy	782 +2	+0.3%	+$586	0.01%	176
2025 Q4	$226K	Hold	780	–	–	0.01%	181
2025 Q3	$218K	Buy	+780	New	+$209K	0.01%	189
2021 Q3	–	Sell	-1,603	Closed	-$240K	–	178
2021 Q2	$240K	Buy	+1,603	New	+$249K	0.03%	160

Other funds holding TRV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Bell Bank's TRV Position: Q2 2026 in Review

Bell Bank increased its Travelers Companies (TRV) stake by 1.5% in Q2 2026, buying an estimated $3.64K and bringing the position to 794 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #176.

Bell Bank first reported a position in TRV in Q2 2021 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Bell Bank held 794 shares of Travelers Companies worth $262K as of Q2 2026.
Bell Bank bought 12 Travelers Companies shares in Q2 2026, an estimated $3.64K.
Travelers Companies made up 0.01% of Bell Bank's portfolio in Q2 2026, its #176 holding.
Bell Bank first reported a position in Travelers Companies in Q2 2021 and has held it in 5 quarters since.
352 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.