First Western Trust Bank’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
$214K Buy
+647
New +$196K 0.01% 208
2025
Q2
Sell
-854
Closed -$226K 200
2025
Q1
$226K Hold
854
0.01% 175
2024
Q4
$206K Buy
+854
New +$213K 0.01% 193

Other funds holding TRV

First Western Trust Bank's TRV Position: Q2 2026 in Review

First Western Trust Bank opened a new position in Travelers Companies (TRV) in Q2 2026: 647 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: First Western Trust Bank previously reported a position in TRV as recently as Q1 2025.

First Western Trust Bank first reported a position in TRV in Q4 2024 and has held it in 3 quarters since. The position peaked at $226K in Q1 2025. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • First Western Trust Bank held 647 shares of Travelers Companies worth $214K as of Q2 2026.
  • Travelers Companies was a new First Western Trust Bank position in Q2 2026.
  • Travelers Companies made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #208 holding.
  • First Western Trust Bank first reported a position in Travelers Companies in Q4 2024 and has held it in 3 quarters since.
  • First Western Trust Bank's Travelers Companies position peaked at $226K in Q1 2025.
  • 1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.