Sanibel Captiva Trust Company’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$680K Sell
2,060
-8
-0.4% -$2.42K 0.02% 292
2026
Q1
$603K Hold
2,068
0.02% 284
2025
Q4
$600K Sell
2,068
-90
-4% -$25.3K 0.02% 275
2025
Q3
$603K Hold
2,158
0.02% 270
2025
Q2
$577K Hold
2,158
0.02% 267
2025
Q1
$571K Sell
2,158
-38
-2% -$9.47K 0.02% 259
2024
Q4
$529K Buy
2,196
+47
+2% +$11.7K 0.02% 263
2024
Q3
$503K Buy
2,149
+271
+14% +$59.7K 0.02% 274
2024
Q2
$382K Sell
1,878
-50
-3% -$10.7K 0.01% 292
2024
Q1
$444K Buy
1,928
+183
+10% +$39.1K 0.02% 272
2023
Q4
$332K Buy
+1,745
New +$302K 0.01% 285

Other funds holding TRV

Sanibel Captiva Trust Company's TRV Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Travelers Companies (TRV) stake by 0.39% in Q2 2026, selling an estimated $2.42K and leaving 2,060 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #292.

Sanibel Captiva Trust Company first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sanibel Captiva Trust Company held 2,060 shares of Travelers Companies worth $680K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 8 Travelers Companies shares in Q2 2026, an estimated $2.42K.
  • Travelers Companies made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #292 holding.
  • Sanibel Captiva Trust Company first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 633 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.