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Grove Bank & Trust’s Travelers Companies TRV Stock Holding History

Grove Bank & Trust’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
Q3 		$255K Buy
716
+14
+2% +$5.13K 0.03% 242
2026
Q2 		$232K Hold
702
– – 0.02% 243
2026
Q1 		$205K Buy
702
+7
+1% +$2.05K 0.02% 256
2025
Q4 		$202K Hold
695
– – 0.02% 258
2025
Q3 		$194K Sell
695
-58
-8% -$15.5K 0.02% 251
2025
Q2 		$201K Buy
753
+17
+2% +$4.48K 0.03% 248
2025
Q1 		$195K Buy
736
+92
+14% +$22.9K 0.03% 241
2024
Q4 		$155K Buy
644
+235
+57% +$58.7K 0.02% 246
2024
Q3 		$95.8K Sell
409
-1,036
-72% -$228K 0.01% 296
2024
Q2 		$294K Sell
1,445
-15
-1% -$3.22K 0.05% 175
2024
Q1 		$336K Hold
1,460
– – 0.06% 174
2023
Q4 		$278K Sell
1,460
-18
-1% -$3.12K 0.05% 190
2023
Q3 		$241K Buy
1,478
+119
+9% +$19.9K 0.05% 195
2023
Q2 		$236K Sell
1,359
-28
-2% -$4.94K 0.05% 196
2023
Q1 		$238K Buy
1,387
+43
+3% +$7.82K 0.05% 194
2022
Q4 		$252K Hold
1,344
– – 0.06% 194
2022
Q3 		$206K Sell
1,344
-12
-0.9% -$1.95K 0.05% 200
2022
Q2 		$229K Hold
1,356
– – 0.05% 195
2022
Q1 		$248K Buy
1,356
+27
+2% +$4.63K 0.05% 206
2021
Q4 		$208K Hold
1,329
– – 0.04% 228
2021
Q3 		$202K Buy
+1,329
New +$206K 0.04% 226
2018
Q1 		– Sell
-1,098
Closed -$149K – 439
2017
Q4 		$149K Hold
1,098
– – 0.07% 190
2017
Q3 		$135K Buy
1,098
+874
+390% +$109K 0.07% 196
2017
Q2 		$28K Buy
224
+159
+245% +$19.6K 0.02% 339
2017
Q1 		$8K Hold
65
– – 0.01% 367
2016
Q4 		$8K Buy
+65
New +$7.42K 0.01% 393

Other funds holding TRV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Grove Bank & Trust's TRV Position: Q3 2026 in Review

Grove Bank & Trust increased its Travelers Companies (TRV) stake by 2% in Q3 2026, buying an estimated $5.13K and bringing the position to 716 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #242.

Grove Bank & Trust first reported a position in TRV in Q4 2016 and has held it in 26 quarters since. The position peaked at $336K in Q1 2024. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Grove Bank & Trust held 716 shares of Travelers Companies worth $255K as of Q3 2026.
  • Grove Bank & Trust bought 14 Travelers Companies shares in Q3 2026, an estimated $5.13K.
  • Travelers Companies made up 0.03% of Grove Bank & Trust's portfolio in Q3 2026, its #242 holding.
  • Grove Bank & Trust first reported a position in Travelers Companies in Q4 2016 and has held it in 26 quarters since.
  • Grove Bank & Trust's Travelers Companies position peaked at $336K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.