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Beverly Hills Private Wealth’s Travelers Companies TRV Stock Holding History

Beverly Hills Private Wealth’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 		$479K Sell
1,643
-94
-5% -$27.5K 0.08% 190
2025
Q4 		$504K Hold
1,737
– – 0.09% 178
2025
Q3 		$485K Sell
1,737
-1
-0.1% -$268 0.09% 187
2025
Q2 		$465K Sell
1,738
-247
-12% -$65.1K 0.09% 186
2025
Q1 		$525K Sell
1,985
-611
-24% -$152K 0.1% 169
2024
Q4 		$625K Sell
2,596
-65
-2% -$16.2K 0.13% 149
2024
Q3 		$623K Sell
2,661
-250
-9% -$55.1K 0.13% 158
2024
Q2 		$592K Sell
2,911
-296
-9% -$63.6K 0.13% 165
2024
Q1 		$738K Sell
3,207
-391
-11% -$83.5K 0.17% 133
2023
Q4 		$685K Sell
3,598
-56
-2% -$9.7K 0.18% 124
2023
Q3 		$597K Sell
3,654
-2,207
-38% -$369K 0.18% 127
2023
Q2 		$989K Buy
5,861
+2,102
+56% +$371K 0.16% 140
2023
Q1 		$644K Buy
3,759
+1,631
+77% +$297K 0.2% 115
2022
Q4 		$399K Buy
+2,128
New +$383K 0.17% 130

Other funds holding TRV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beverly Hills Private Wealth's TRV Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Travelers Companies (TRV) stake by 5.4% in Q1 2026, selling an estimated $27.5K and leaving 1,643 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #190.

Beverly Hills Private Wealth first reported a position in TRV in Q4 2022 and has held it in 14 quarters since. The position peaked at $989K in Q2 2023. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Beverly Hills Private Wealth held 1,643 shares of Travelers Companies worth $479K as of Q1 2026.
  • Beverly Hills Private Wealth sold 94 Travelers Companies shares in Q1 2026, an estimated $27.5K.
  • Travelers Companies made up 0.08% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #190 holding.
  • Beverly Hills Private Wealth first reported a position in Travelers Companies in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Travelers Companies position peaked at $989K in Q2 2023.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.