Mountain Pacific Investment Advisers’s Travelers Companies TRV Stock Holding History

Mountain Pacific Investment Advisers’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	$477K	Sell	1,635 -35	-2%	-$10.3K	0.08%	105
2025 Q4	$484K	Sell	1,670 -50	-3%	-$14.1K	0.08%	111
2025 Q3	$480K	Sell	1,720 -150	-8%	-$40.2K	0.08%	112
2025 Q2	$500K	Buy	1,870 +50	+3%	+$13.2K	0.04%	113
2025 Q1	$481K	Hold	1,820	–	–	0.04%	109
2024 Q4	$438K	Hold	1,820	–	–	0.03%	114
2024 Q3	$426K	Hold	1,820	–	–	0.03%	116
2024 Q2	$370K	Hold	1,820	–	–	0.03%	119
2024 Q1	$419K	Hold	1,820	–	–	0.02%	113
2023 Q4	$347K	Sell	1,820 -10	-0.5%	-$1.73K	0.02%	114
2023 Q3	$299K	Hold	1,830	–	–	0.02%	118
2023 Q2	$318K	Sell	1,830 -55	-3%	-$9.7K	0.02%	115
2023 Q1	$323K	Hold	1,885	–	–	0.02%	118
2022 Q4	$353K	Hold	1,885	–	–	0.03%	113
2022 Q3	$289K	Hold	1,885	–	–	0.02%	118
2022 Q2	$319K	Hold	1,885	–	–	0.02%	117
2022 Q1	$344K	Sell	1,885 -45	-2%	-$7.71K	0.02%	119
2021 Q4	$302K	Hold	1,930	–	–	0.02%	126
2021 Q3	$293K	Hold	1,930	–	–	0.02%	129
2021 Q2	$289K	Hold	1,930	–	–	0.02%	127
2021 Q1	$290K	Hold	1,930	–	–	0.02%	122
2020 Q4	$271K	Hold	1,930	–	–	0.02%	122
2020 Q3	$209K	Hold	1,930	–	–	0.02%	124
2020 Q2	$220K	Buy	+1,930	New	+$203K	0.02%	122
2020 Q1	–	Sell	-1,970	Closed	-$270K	–	128
2019 Q4	$270K	Hold	1,970	–	–	0.02%	113
2019 Q3	$293K	Hold	1,970	–	–	0.03%	112
2019 Q2	$295K	Buy	1,970 +40	+2%	+$5.77K	0.03%	111
2019 Q1	$265K	Hold	1,930	–	–	0.03%	109
2018 Q4	$231K	Hold	1,930	–	–	0.03%	105
2018 Q3	$250K	Hold	1,930	–	–	0.02%	111
2018 Q2	$236K	Hold	1,930	–	–	0.02%	109
2018 Q1	$268K	Buy	+1,930	New	+$270K	0.03%	102

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

Mountain Pacific Investment Advisers's TRV Position: Q1 2026 in Review

Mountain Pacific Investment Advisers reduced its Travelers Companies (TRV) stake by 2.1% in Q1 2026, selling an estimated $10.3K and leaving 1,635 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #105.

Mountain Pacific Investment Advisers first reported a position in TRV in Q1 2018 and has held it in 32 quarters since. The position peaked at $500K in Q2 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Mountain Pacific Investment Advisers held 1,635 shares of Travelers Companies worth $477K as of Q1 2026.
Mountain Pacific Investment Advisers sold 35 Travelers Companies shares in Q1 2026, an estimated $10.3K.
Travelers Companies made up 0.08% of Mountain Pacific Investment Advisers's portfolio in Q1 2026, its #105 holding.
Mountain Pacific Investment Advisers first reported a position in Travelers Companies in Q1 2018 and has held it in 32 quarters since.
Mountain Pacific Investment Advisers's Travelers Companies position peaked at $500K in Q2 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.