RNC Capital Management’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.15M Sell
17,752
-630
-3% -$177K 0.23% 54
2025
Q3
$5.13M Sell
18,382
-946
-5% -$253K 0.24% 57
2025
Q2
$5.17M Buy
19,328
+74
+0.4% +$19.5K 0.25% 55
2025
Q1
$5.09M Sell
19,254
-658
-3% -$164K 0.26% 52
2024
Q4
$4.8M Sell
19,912
-2,085
-9% -$521K 0.26% 54
2024
Q3
$4.47M Hold
21,997
0.25% 55
2024
Q2
$4.47M Sell
21,997
-128,874
-85% -$27.7M 0.25% 55
2024
Q1
$34.7M Sell
150,871
-14,066
-9% -$3.01M 1.98% 29
2023
Q4
$31.4M Sell
164,937
-14
-0% -$2.42K 1.88% 26
2023
Q3
$26.9M Sell
164,951
-7,887
-5% -$1.32M 1.67% 28
2023
Q2
$30M Sell
172,838
-470
-0.3% -$82.9K 1.66% 30
2023
Q1
$29.7M Sell
173,308
-1,810
-1% -$329K 1.68% 28
2022
Q4
$32.8M Buy
175,118
+1,024
+0.6% +$184K 1.84% 25
2022
Q3
$26.7M Sell
174,094
-151,875
-47% -$24.7M 1.67% 28
2022
Q2
$55.1M Buy
325,969
+3,249
+1% +$565K 3.14% 6
2022
Q1
$59M Sell
322,720
-8,471
-3% -$1.45M 2.99% 7
2021
Q4
$51.8M Buy
331,191
+639
+0.2% +$99.8K 2.57% 11
2021
Q3
$50.2M Buy
330,552
+636
+0.2% +$98.5K 2.67% 11
2021
Q2
$49.4M Buy
329,916
+4,593
+1% +$713K 2.61% 9
2021
Q1
$48.9M Sell
325,323
-12,093
-4% -$1.78M 2.76% 10
2020
Q4
$47.4M Sell
337,416
-754
-0.2% -$96.8K 2.94% 6
2020
Q3
$36.6M Sell
338,170
-9,233
-3% -$1.06M 2.59% 13
2020
Q2
$39.6M Buy
347,403
+64,517
+23% +$6.8M 2.86% 11
2020
Q1
$28.1M Buy
282,886
+249,308
+742% +$31M 2.4% 19
2019
Q4
$4.6M Sell
33,578
-1,059
-3% -$144K 0.29% 53
2019
Q3
$5.15M Sell
34,637
-232,433
-87% -$34.6M 0.37% 42
2019
Q2
$39.9M Sell
267,070
-6,135
-2% -$885K 2.78% 10
2019
Q1
$37.5M Sell
273,205
-870
-0.3% -$111K 2.61% 15
2018
Q4
$32.8M Buy
274,075
+1,842
+0.7% +$231K 2.48% 16
2018
Q3
$35.3M Buy
272,233
+4,280
+2% +$552K 2.33% 21
2018
Q2
$32.8M Buy
267,953
+6,207
+2% +$813K 2.31% 22
2018
Q1
$36.3M Sell
261,746
-1,349
-0.5% -$188K 2.69% 18
2017
Q4
$35.7M Buy
263,095
+717
+0.3% +$94.6K 2.47% 19
2017
Q3
$32.1M Sell
262,378
-16
-0% -$2K 2.42% 20
2017
Q2
$33.2M Buy
262,394
+6,404
+3% +$788K 2.57% 16
2017
Q1
$30.9M Buy
255,990
+11,116
+5% +$1.34M 2.46% 17
2016
Q4
$30M Buy
244,874
+3,117
+1% +$356K 2.48% 16
2016
Q3
$27.7M Buy
241,757
+5,566
+2% +$652K 2.46% 13
2016
Q2
$28.1M Sell
236,191
-1,006
-0.4% -$114K 2.63% 13
2016
Q1
$27.7M Sell
237,197
-1,772
-0.7% -$193K 2.74% 12
2015
Q4
$27M Sell
238,969
-41,771
-15% -$4.64M 2.71% 9
2015
Q3
$27.9M Sell
280,740
-7,075
-2% -$724K 2.69% 13
2015
Q2
$27.8M Sell
287,815
-1,084
-0.4% -$111K 2.37% 20
2015
Q1
$31.2M Sell
288,899
-32,316
-10% -$3.45M 2.62% 15
2014
Q4
$34M Sell
321,215
-1,221
-0.4% -$123K 2.79% 12
2014
Q3
$30.3M Buy
322,436
+9,099
+3% +$848K 2.43% 17
2014
Q2
$29.5M Sell
313,337
-5,145
-2% -$469K 2.38% 17
2014
Q1
$27.1M Buy
318,482
+526
+0.2% +$44.2K 2.36% 18
2013
Q4
$28.8M Buy
317,956
+5,659
+2% +$495K 2.56% 17
2013
Q3
$26.5M Buy
312,297
+12,149
+4% +$1M 2.67% 18
2013
Q2
$24M Buy
+300,148
New +$25.2M 2.53% 18

Other funds holding TRV

RNC Capital Management's TRV Position: Q4 2025 in Review

RNC Capital Management reduced its Travelers Companies (TRV) stake by 3.4% in Q4 2025, selling an estimated $177K and leaving 17,752 shares worth $5.15M. The position accounts for 0.23% of the portfolio, ranked #54.

RNC Capital Management first reported a position in TRV in Q2 2013 and has held it in 51 quarters since. The position peaked at $59M in Q1 2022. 1,770 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • RNC Capital Management held 17,752 shares of Travelers Companies worth $5.15M as of Q4 2025.
  • RNC Capital Management sold 630 Travelers Companies shares in Q4 2025, an estimated $177K.
  • Travelers Companies made up 0.23% of RNC Capital Management's portfolio in Q4 2025, its #54 holding.
  • RNC Capital Management first reported a position in Travelers Companies in Q2 2013 and has held it in 51 quarters since.
  • RNC Capital Management's Travelers Companies position peaked at $59M in Q1 2022.
  • 1,770 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.