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Pacifica Partners’s Travelers Companies TRV Stock Holding History

Pacifica Partners’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 		$110K Hold
322
– – 0.03% 151
2026
Q1 		$93.9K Buy
+322
New +$94.3K 0.03% 164
2025
Q4 		– Sell
-322
Closed -$89.3K – 512
2025
Q3 		$89.3K Hold
322
– – 0.03% 162
2025
Q2 		$84.8K Hold
322
– – 0.03% 163
2025
Q1 		$84.7K Hold
322
– – 0.04% 155
2024
Q4 		$77.6K Hold
322
– – 0.03% 166
2024
Q3 		$75.4K Hold
322
– – 0.03% 174
2024
Q2 		$65.6K Buy
+322
New +$69.2K 0.03% 191
2024
Q1 		– Sell
-322
Closed -$59.1K – 557
2023
Q4 		$59.1K Buy
+322
New +$55.8K 0.03% 191

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pacifica Partners's TRV Position: Q2 2026 in Review

Pacifica Partners held its Travelers Companies (TRV) position steady in Q2 2026 at 322 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #151.

Pacifica Partners first reported a position in TRV in Q4 2023 and has held it in 9 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Pacifica Partners held 322 shares of Travelers Companies worth $110K as of Q2 2026.
  • Pacifica Partners left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.03% of Pacifica Partners's portfolio in Q2 2026, its #151 holding.
  • Pacifica Partners first reported a position in Travelers Companies in Q4 2023 and has held it in 9 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.