Burk Holdings’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.62K Sell
14
-400
-97% -$121K ﹤0.01% 367
2026
Q1
$121K Buy
+414
New +$121K 0.05% 101

Other funds holding TRV

Burk Holdings's TRV Position: Q2 2026 in Review

Burk Holdings reduced its Travelers Companies (TRV) stake by 97% in Q2 2026, selling an estimated $121K and leaving 14 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Burk Holdings first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. The position peaked at $121K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Burk Holdings held 14 shares of Travelers Companies worth $4.62K as of Q2 2026.
  • Burk Holdings sold 400 Travelers Companies shares in Q2 2026, an estimated $121K.
  • Travelers Companies made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #367 holding.
  • Burk Holdings first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's Travelers Companies position peaked at $121K in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.