Riverview Trust Company’s Travelers Companies TRV Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-82	Closed	-$21.7K	–	552
2025 Q1	$21.7K	Sell	82 -5	-6%	-$1.25K	0.02%	394
2024 Q4	$21K	Hold	87	–	–	0.02%	442
2024 Q3	$20.4K	Buy	87 +5	+6%	+$1.1K	0.02%	465
2024 Q2	$16.7K	Hold	82	–	–	0.02%	513
2024 Q1	$18.9K	Buy	+82	New	+$17.5K	0.01%	508
2023 Q4	–	Sell	-82	Closed	-$13.4K	–	586
2023 Q3	$13.4K	Hold	82	–	–	0.01%	599
2023 Q2	$14.2K	Hold	82	–	–	0.01%	562
2023 Q1	$14.1K	Hold	82	–	–	0.01%	527
2022 Q4	$15K	Hold	82	–	–	0.01%	452
2022 Q3	$13K	Sell	82 -112	-58%	-$18.2K	0.01%	540
2022 Q2	$33K	Hold	194	–	–	0.03%	266
2022 Q1	$35K	Buy	+194	New	+$33.3K	0.03%	273
2020 Q4	–	Sell	-125	Closed	-$14K	–	243
2020 Q3	$14K	Hold	125	–	–	0.02%	214
2020 Q2	$14K	Hold	125	–	–	0.01%	223
2020 Q1	$12K	Hold	125	–	–	0.01%	229
2019 Q4	$17K	Hold	125	–	–	0.01%	241
2019 Q3	$19K	Hold	125	–	–	0.01%	237
2019 Q2	$19K	Sell	125 -24	-16%	-$3.46K	0.01%	230
2019 Q1	$20K	Buy	+149	New	+$19.1K	0.02%	234

Other funds holding TRV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Riverview Trust Company's TRV Position: Q2 2025 in Review

Riverview Trust Company sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 82 shares — an estimated $21.7K sold.

Riverview Trust Company first reported a position in TRV in Q1 2019 and held it in 19 quarters. The position peaked at $35K in Q1 2022. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

Riverview Trust Company reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 82 Travelers Companies shares in Q2 2025, an estimated $21.7K.
Riverview Trust Company first reported a position in Travelers Companies in Q1 2019 and held it in 19 quarters.
Riverview Trust Company's Travelers Companies position peaked at $35K in Q1 2022.
1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.