Parcion Private Wealth’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
$665K Buy
2,014
+617
+44% +$187K 0.04% 219
2026
Q1
$407K Buy
1,397
+284
+26% +$83.2K 0.03% 279
2025
Q4
$323K Buy
1,113
+73
+7% +$20.5K 0.02% 313
2025
Q3
$290K Buy
1,040
+120
+13% +$32.1K 0.02% 281
2025
Q2
$246K Buy
+920
New +$243K 0.02% 261

Other funds holding TRV

Parcion Private Wealth's TRV Position: Q2 2026 in Review

Parcion Private Wealth increased its Travelers Companies (TRV) stake by 44% in Q2 2026, buying an estimated $187K and bringing the position to 2,014 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #219.

Parcion Private Wealth first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Parcion Private Wealth held 2,014 shares of Travelers Companies worth $665K as of Q2 2026.
  • Parcion Private Wealth bought 617 Travelers Companies shares in Q2 2026, an estimated $187K.
  • Travelers Companies made up 0.04% of Parcion Private Wealth's portfolio in Q2 2026, its #219 holding.
  • Parcion Private Wealth first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.