Fort Point Capital Partners’s Travelers Companies TRV Stock Holding History

Fort Point Capital Partners’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 Q1	$238K	Sell	817 -457	-36%	-$134K	0.03%	208
2025 Q4	$346K	Buy	+1,274	New	+$359K	0.04%	183
2018 Q2	–	Sell	-1,624	Closed	-$226K	–	156
2018 Q1	$226K	Buy	+1,624	New	+$227K	0.08%	140
2014 Q4	–	Sell	-3,405	Closed	-$320K	–	75
2014 Q3	$320K	Hold	3,405	–	–	0.24%	43
2014 Q2	$320K	Sell	3,405 -100	-3%	-$9.12K	0.28%	29
2014 Q1	$298K	Buy	+3,505	New	+$295K	0.29%	30

Other funds holding TRV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fort Point Capital Partners's TRV Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Travelers Companies (TRV) stake by 36% in Q1 2026, selling an estimated $134K and leaving 817 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #208.

Fort Point Capital Partners first reported a position in TRV in Q1 2014 and has held it in 6 quarters since. The position peaked at $346K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Fort Point Capital Partners held 817 shares of Travelers Companies worth $238K as of Q1 2026.
Fort Point Capital Partners sold 457 Travelers Companies shares in Q1 2026, an estimated $134K.
Travelers Companies made up 0.03% of Fort Point Capital Partners's portfolio in Q1 2026, its #208 holding.
Fort Point Capital Partners first reported a position in Travelers Companies in Q1 2014 and has held it in 6 quarters since.
Fort Point Capital Partners's Travelers Companies position peaked at $346K in Q4 2025.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.