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

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$3.11M Sell
11,141
-1
-0% -$268 0.07% 186
2025
Q2 		$2.98M Buy
11,142
+94
+0.9% +$24.8K 0.06% 194
2025
Q1 		$2.84M Sell
11,048
-198
-2% -$49.3K 0.06% 199
2024
Q4 		$2.69M Sell
11,246
-82
-0.7% -$20.5K 0.05% 204
2024
Q3 		$2.65M Sell
11,328
-433
-4% -$95.5K 0.05% 204
2024
Q2 		$2.49M Sell
11,761
-816
-6% -$175K 0.05% 204
2024
Q1 		$2.89M Sell
12,577
-10
-0.1% -$2.14K 0.06% 195
2023
Q4 		$2.4M Sell
12,587
-907
-7% -$157K 0.06% 196
2023
Q3 		$2.2M Sell
13,494
-231
-2% -$38.6K 0.06% 192
2023
Q2 		$2.38M Buy
13,725
+115
+0.8% +$20.3K 0.06% 185
2023
Q1 		$2.33M Buy
13,610
+460
+3% +$83.6K 0.06% 190
2022
Q4 		$2.47M Sell
13,150
-417
-3% -$75K 0.07% 183
2022
Q3 		$2.08M Buy
13,567
+3,157
+30% +$513K 0.08% 188
2022
Q2 		$1.76M Buy
10,410
+1,229
+13% +$214K 0.06% 195
2022
Q1 		$1.68M Buy
9,181
+138
+2% +$23.7K 0.05% 201
2021
Q4 		$1.42M Buy
9,043
+184
+2% +$28.8K 0.04% 216
2021
Q3 		$1.35M Buy
8,859
+460
+5% +$71.2K 0.05% 208
2021
Q2 		$1.26M Buy
8,399
+1,452
+21% +$225K 0.05% 197
2021
Q1 		$1.04M Buy
6,947
+211
+3% +$31K 0.05% 200
2020
Q4 		$943K Buy
6,736
+161
+2% +$20.7K 0.05% 204
2020
Q3 		$711K Buy
6,575
+501
+8% +$57.4K 0.04% 218
2020
Q2 		$693K Buy
6,074
+58
+1% +$6.11K 0.04% 213
2020
Q1 		$599K Buy
6,016
+1,379
+30% +$171K 0.04% 219
2019
Q4 		$635K Buy
4,637
+164
+4% +$22.3K 0.04% 243
2019
Q3 		$666K Buy
4,473
+281
+7% +$41.8K 0.05% 224
2019
Q2 		$626K Buy
4,192
+1,165
+38% +$168K 0.05% 223
2019
Q1 		$415K Buy
3,027
+306
+11% +$39.2K 0.03% 250
2018
Q4 		$326K Sell
2,721
-79
-3% -$9.89K 0.03% 258
2018
Q3 		$363K Buy
2,800
+371
+15% +$47.9K 0.03% 257
2018
Q2 		$297K Buy
2,429
+88
+4% +$11.5K 0.03% 263
2018
Q1 		$326K Buy
2,341
+794
+51% +$111K 0.03% 251
2017
Q4 		$210K Buy
+1,547
New +$204K 0.02% 302
2017
Q3 		– Sell
-2,060
Closed -$261K – 434
2017
Q2 		$261K Buy
2,060
+80
+4% +$9.85K 0.04% 260
2017
Q1 		$239K Buy
+1,980
New +$238K 0.05% 221
2016
Q4 		– Sell
-2,655
Closed -$315K – 274
2016
Q3 		$315K Hold
2,655
– – 0.07% 208
2016
Q2 		$315K Sell
2,655
-16
-0.6% -$1.81K 0.07% 201
2016
Q1 		$312K Sell
2,671
-1,285
-32% -$140K 0.08% 197
2015
Q4 		$446K Buy
3,956
+1,465
+59% +$163K 0.14% 161
2015
Q3 		$248K Buy
+2,491
New +$255K 0.08% 195

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s TRV Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its Travelers Companies (TRV) stake by 0.01% in Q3 2025, selling an estimated $268 and leaving 11,141 shares worth $3.11M. The position accounts for 0.07% of the portfolio, ranked #186.

Pinnacle Financial Partners (Tennessee) first reported a position in TRV in Q3 2015 and has held it in 39 quarters since. 1,665 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 11,141 shares of Travelers Companies worth $3.11M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 1 Travelers Companies share in Q3 2025, an estimated $268.
  • Travelers Companies made up 0.07% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #186 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Travelers Companies in Q3 2015 and has held it in 39 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.