North Point Portfolio Managers’s Travelers Companies TRV Stock Holding History

North Point Portfolio Managers’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	$70.6K	Buy	+198	New	+$72.5K	0.01%	113

Other funds holding TRV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

North Point Portfolio Managers's TRV Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Travelers Companies (TRV) in Q3 2026: 198 shares worth $70.6K. The stake represents 0.01% of the portfolio and ranks #113 among its holdings.

222 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

North Point Portfolio Managers held 198 shares of Travelers Companies worth $70.6K as of Q3 2026.
Travelers Companies was a new North Point Portfolio Managers position in Q3 2026.
Travelers Companies made up 0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #113 holding.
222 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.