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Cypress Point Wealth Management’s Travelers Companies TRV Stock Holding History

Cypress Point Wealth Management’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 		$462K Buy
1,398
+185
+15% +$56.1K 0.09% 82
2026
Q1 		$354K Buy
+1,213
New +$355K 0.08% 79
2021
Q1 		– Sell
-5,870
Closed -$824K – 188
2020
Q4 		$824K Buy
+5,870
New +$754K 1.25% 25

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Point Wealth Management's TRV Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Travelers Companies (TRV) stake by 15% in Q2 2026, buying an estimated $56.1K and bringing the position to 1,398 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #82.

Cypress Point Wealth Management first reported a position in TRV in Q4 2020 and has held it in 3 quarters since. The position peaked at $824K in Q4 2020. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cypress Point Wealth Management held 1,398 shares of Travelers Companies worth $462K as of Q2 2026.
  • Cypress Point Wealth Management bought 185 Travelers Companies shares in Q2 2026, an estimated $56.1K.
  • Travelers Companies made up 0.09% of Cypress Point Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Cypress Point Wealth Management first reported a position in Travelers Companies in Q4 2020 and has held it in 3 quarters since.
  • Cypress Point Wealth Management's Travelers Companies position peaked at $824K in Q4 2020.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.