First Western Trust Bank’s Travelers Companies TRV Stock Holding History

First Western Trust Bank’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 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Western Trust Bank's TRV Position: Q2 2025 in Review

First Western Trust Bank sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 854 shares — an estimated $226K sold.

First Western Trust Bank first reported a position in TRV in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2025. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

First Western Trust Bank reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
First Western Trust Bank sold 854 Travelers Companies shares in Q2 2025, an estimated $226K.
First Western Trust Bank first reported a position in Travelers Companies in Q4 2024 and held it in 2 quarters.
First Western Trust Bank's Travelers Companies position peaked at $226K in Q1 2025.
1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on First Western Trust Bank's 13F filing for Q2 2025, filed 8 Aug 2025.