High Point Wealth Management
TRV icon

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

High 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
Q3 		$57.6K Hold
162
– – 0.05% 142
2026
Q2 		$53.3K Hold
162
– – 0.04% 137
2026
Q1 		$47.1K Hold
162
– – 0.05% 138
2025
Q4 		$46.9K Buy
+162
New +$45.6K 0.04% 148

Other funds holding TRV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

High Point Wealth Management's TRV Position: Q3 2026 in Review

High Point Wealth Management held its Travelers Companies (TRV) position steady in Q3 2026 at 162 shares worth $57.6K. The position accounts for 0.05% of the portfolio, ranked #142.

High Point Wealth Management first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • High Point Wealth Management held 162 shares of Travelers Companies worth $57.6K as of Q3 2026.
  • High Point Wealth Management left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.05% of High Point Wealth Management's portfolio in Q3 2026, its #142 holding.
  • High Point Wealth Management first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.