Mountain Pacific Investment Advisers’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $540K | Hold |
1,635
| – | – | 0.09% | 105 |
|
|
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
Mountain Pacific Investment Advisers's TRV Position: Q2 2026 in Review
Mountain Pacific Investment Advisers held its Travelers Companies (TRV) position steady in Q2 2026 at 1,635 shares worth $540K. The position accounts for 0.09% of the portfolio, ranked #105.
Mountain Pacific Investment Advisers first reported a position in TRV in Q1 2018 and has held it in 33 quarters since. 1,862 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Mountain Pacific Investment Advisers held 1,635 shares of Travelers Companies worth $540K as of Q2 2026.
- Mountain Pacific Investment Advisers left its Travelers Companies share count unchanged in Q2 2026.
- Travelers Companies made up 0.09% of Mountain Pacific Investment Advisers's portfolio in Q2 2026, its #105 holding.
- Mountain Pacific Investment Advisers first reported a position in Travelers Companies in Q1 2018 and has held it in 33 quarters since.
- 1,862 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.