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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

High Point Wealth Management's TRV Position: Q2 2026 in Review

High Point Wealth Management held its Travelers Companies (TRV) position steady in Q2 2026 at 162 shares worth $53.3K. The position accounts for 0.04% of the portfolio, ranked #137.

High Point Wealth Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • High Point Wealth Management held 162 shares of Travelers Companies worth $53.3K as of Q2 2026.
  • High Point Wealth Management left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #137 holding.
  • High Point Wealth Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.