CIBC Private Wealth Group
TRV icon

CIBC Private Wealth Group’s Travelers Companies TRV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$5.59M Sell
19,269
-51
-0.3% -$14.4K 0.01% 412
2025
Q3 		$5.39M Buy
19,320
+966
+5% +$259K 0.01% 412
2025
Q2 		$4.91M Buy
18,354
+52
+0.3% +$13.7K 0.01% 429
2025
Q1 		$4.33M Sell
18,302
-948
-5% -$236K 0.01% 422
2024
Q4 		$4.67M Sell
19,250
-150
-0.8% -$37.4K 0.01% 431
2024
Q3 		$4.54M Buy
19,400
+310
+2% +$68.3K 0.01% 445
2024
Q2 		$3.9M Buy
19,090
+277
+1% +$59.5K 0.01% 441
2024
Q1 		$4.29M Buy
18,813
+1,704
+10% +$364K 0.01% 425
2023
Q4 		$3.26M Buy
17,109
+65
+0.4% +$11.3K 0.01% 440
2023
Q3 		$2.78M Sell
17,044
-51
-0.3% -$8.52K 0.01% 447
2023
Q2 		$2.97M Sell
17,095
-545
-3% -$96.1K 0.01% 450
2023
Q1 		$6.93M Buy
17,640
+613
+4% +$111K 0.02% 354
2022
Q4 		$2.43M Sell
17,027
-995
-6% -$179K 0.01% 400
2022
Q3 		$2.76M Sell
18,022
-5,063
-22% -$823K 0.01% 436
2022
Q2 		$3.9M Sell
23,085
-369
-2% -$64.1K 0.01% 398
2022
Q1 		$4.29M Buy
23,454
+1,158
+5% +$199K 0.01% 414
2021
Q4 		$3.49M Buy
22,296
+358
+2% +$55.9K 0.01% 447
2021
Q3 		$3.33M Buy
21,938
+559
+3% +$86.5K 0.01% 429
2021
Q2 		$3.2M Sell
21,379
-1,050
-5% -$163K 0.01% 462
2021
Q1 		$3.37M Buy
22,429
+2,101
+10% +$309K 0.01% 449
2020
Q4 		$2.85M Sell
20,328
-558
-3% -$71.7K 0.01% 446
2020
Q3 		$2.28M Buy
20,886
+5,848
+39% +$670K 0.01% 443
2020
Q2 		$1.72M Sell
15,038
-6,985
-32% -$736K 0.01% 397
2020
Q1 		$2.19M Buy
22,023
+2,658
+14% +$331K 0.01% 394
2019
Q4 		$2.65M Sell
19,365
-2,340
-11% -$319K 0.01% 428
2019
Q3 		$3.23M Sell
21,705
-4,828
-18% -$718K 0.01% 397
2019
Q2 		$3.97M Buy
26,533
+1,605
+6% +$231K 0.01% 386
2019
Q1 		$3.42M Buy
24,928
+371
+2% +$47.5K 0.01% 389
2018
Q4 		$2.94M Sell
24,557
-636
-3% -$79.6K 0.01% 395
2018
Q3 		$3.27M Sell
25,193
-167
-0.7% -$21.6K 0.01% 421
2018
Q2 		$3.1M Buy
25,360
+1,344
+6% +$176K 0.01% 428
2018
Q1 		$3.33M Buy
24,016
+1,519
+7% +$212K 0.01% 414
2017
Q4 		$3.05M Buy
22,497
+273
+1% +$36K 0.01% 423
2017
Q3 		$2.72M Buy
22,224
+520
+2% +$64.9K 0.01% 428
2017
Q2 		$2.75M Buy
21,704
+1,573
+8% +$194K 0.02% 346
2017
Q1 		$2.43M Sell
20,131
-1,915
-9% -$230K 0.02% 348
2016
Q4 		$2.7M Sell
22,046
-236
-1% -$26.9K 0.02% 334
2016
Q3 		$2.55M Buy
22,282
+2,935
+15% +$344K 0.02% 336
2016
Q2 		$2.3M Buy
19,347
+5,870
+44% +$664K 0.02% 346
2016
Q1 		$1.57M Buy
13,477
+1,329
+11% +$145K 0.01% 383
2015
Q4 		$1.37M Buy
+12,148
New +$1.35M 0.01% 399
2015
Q2 		– Sell
-10,222
Closed -$1.11M – 636
2015
Q1 		$1.11M Sell
10,222
-1,172
-10% -$125K 0.01% 454
2014
Q4 		$1.21M Buy
+11,394
New +$1.15M 0.01% 447

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Private Wealth Group's TRV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Travelers Companies (TRV) stake by 0.26% in Q4 2025, selling an estimated $14.4K and leaving 19,269 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #412.

CIBC Private Wealth Group first reported a position in TRV in Q4 2014 and has held it in 43 quarters since. The position peaked at $6.93M in Q1 2023. 1,776 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • CIBC Private Wealth Group held 19,269 shares of Travelers Companies worth $5.59M as of Q4 2025.
  • CIBC Private Wealth Group sold 51 Travelers Companies shares in Q4 2025, an estimated $14.4K.
  • Travelers Companies made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #412 holding.
  • CIBC Private Wealth Group first reported a position in Travelers Companies in Q4 2014 and has held it in 43 quarters since.
  • CIBC Private Wealth Group's Travelers Companies position peaked at $6.93M in Q1 2023.
  • 1,776 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.