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Pinnacle Financial Partners (Georgia)’s Travelers Companies TRV Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$18.2M Sell
55,102
-1,187
-2% -$360K 0.12% 138
2026
Q1 		$16.4M Sell
56,289
-1,604
-3% -$470K 0.13% 141
2025
Q4 		$16.8M Buy
+57,893
New +$16.3M 0.13% 129

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s TRV Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Travelers Companies (TRV) stake by 2.1% in Q2 2026, selling an estimated $360K and leaving 55,102 shares worth $18.2M. The position accounts for 0.12% of the portfolio, ranked #138.

Pinnacle Financial Partners (Georgia) first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 55,102 shares of Travelers Companies worth $18.2M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,187 Travelers Companies shares in Q2 2026, an estimated $360K.
  • Travelers Companies made up 0.12% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #138 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,851 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.