Carmel Capital Partners’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
$2.58M Sell
7,819
-656
-8% -$199K 0.85% 34
2026
Q1
$2.47M Buy
8,475
+112
+1% +$32.8K 0.89% 38
2025
Q4
$2.43M Buy
8,363
+3,192
+62% +$898K 0.85% 39
2025
Q3
$1.44M Sell
5,171
-2,021
-28% -$541K 0.61% 42
2025
Q2
$1.92M Buy
+7,192
New +$1.9M 0.67% 47
2023
Q4
Sell
-91
Closed -$14.9K 650
2023
Q3
$14.9K Buy
+91
New +$15.2K 0.01% 392

Other funds holding TRV

Carmel Capital Partners's TRV Position: Q2 2026 in Review

Carmel Capital Partners reduced its Travelers Companies (TRV) stake by 7.7% in Q2 2026, selling an estimated $199K and leaving 7,819 shares worth $2.58M. The position accounts for 0.85% of the portfolio, ranked #34.

Carmel Capital Partners first reported a position in TRV in Q3 2023 and has held it in 6 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Carmel Capital Partners held 7,819 shares of Travelers Companies worth $2.58M as of Q2 2026.
  • Carmel Capital Partners sold 656 Travelers Companies shares in Q2 2026, an estimated $199K.
  • Travelers Companies made up 0.85% of Carmel Capital Partners's portfolio in Q2 2026, its #34 holding.
  • Carmel Capital Partners first reported a position in Travelers Companies in Q3 2023 and has held it in 6 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.