Silverlake Wealth 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
2026
Q1
$217K Hold
745
0.05% 346
2025
Q4
$216K Hold
745
0.05% 322
2025
Q3
$208K Buy
+745
New +$199K 0.05% 322

Other funds holding TRV

Silverlake Wealth Management's TRV Position: Q1 2026 in Review

Silverlake Wealth Management held its Travelers Companies (TRV) position steady in Q1 2026 at 745 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #346.

Silverlake Wealth Management first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Silverlake Wealth Management held 745 shares of Travelers Companies worth $217K as of Q1 2026.
  • Silverlake Wealth Management left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 0.05% of Silverlake Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Silverlake Wealth Management first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.