PFP
TRV icon

Polaris Financial Partners’s Travelers Companies TRV Stock Holding History

Polaris Financial 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
Q3 		$16K Buy
+45
New +$16.5K 0.01% 255

Other funds holding TRV

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's TRV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Travelers Companies (TRV) in Q3 2026: 45 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

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

  • Polaris Financial Partners held 45 shares of Travelers Companies worth $16K as of Q3 2026.
  • Travelers Companies was a new Polaris Financial Partners position in Q3 2026.
  • Travelers Companies made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #255 holding.
  • 13 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.