Ridgecrest Wealth Partners’s Travelers Companies TRV Stock Holding History

Ridgecrest Wealth 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
2025 Q4	–	Sell	-849	Closed	-$237K	–	121
2025 Q3	$237K	Hold	849	–	–	0.11%	106
2025 Q2	$227K	Hold	849	–	–	0.12%	102
2025 Q1	$225K	Hold	849	–	–	0.12%	101
2024 Q4	$205K	Sell	849 -1,216	-59%	-$304K	0.11%	103
2024 Q3	$483K	Hold	2,065	–	–	0.25%	64
2024 Q2	$420K	Sell	2,065 -1	-0%	-$215	0.25%	68
2024 Q1	$475K	Buy	2,066 +1	+0%	+$214	0.28%	60
2023 Q4	$393K	Hold	2,065	–	–	0.26%	63
2023 Q3	$337K	Buy	+2,065	New	+$345K	0.24%	66
2023 Q2	–	Sell	-2,065	Closed	-$354K	–	108
2023 Q1	$354K	Hold	2,065	–	–	0.25%	61
2022 Q4	$387K	Buy	+2,065	New	+$371K	0.29%	62
2022 Q2	–	Sell	-2,077	Closed	-$380K	–	112
2022 Q1	$380K	Buy	2,077 +250	+14%	+$42.9K	0.24%	72
2021 Q4	$286K	Hold	1,827	–	–	0.14%	103
2021 Q3	$278K	Buy	1,827 +36	+2%	+$5.57K	0.15%	98
2021 Q2	$268K	Buy	1,791 +12	+0.7%	+$1.86K	0.17%	92
2021 Q1	$268K	Buy	+1,779	New	+$261K	0.26%	71

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ridgecrest Wealth Partners's TRV Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 849 shares — an estimated $237K sold.

Ridgecrest Wealth Partners first reported a position in TRV in Q1 2021 and held it in 16 quarters. The position peaked at $483K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

Ridgecrest Wealth Partners reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
Ridgecrest Wealth Partners sold 849 Travelers Companies shares in Q4 2025, an estimated $237K.
Ridgecrest Wealth Partners first reported a position in Travelers Companies in Q1 2021 and held it in 16 quarters.
Ridgecrest Wealth Partners's Travelers Companies position peaked at $483K in Q3 2024.
1,774 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.