SPC
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Spirepoint Private Client’s Travelers Companies TRV Stock Holding History

Spirepoint Private Client’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
2026
Q1 		$251K Sell
861
-17
-2% -$4.98K 0.02% 281
2025
Q4 		$255K Buy
878
+55
+7% +$15.5K 0.02% 266
2025
Q3 		$230K Buy
+823
New +$220K 0.02% 255

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spirepoint Private Client's TRV Position: Q1 2026 in Review

Spirepoint Private Client reduced its Travelers Companies (TRV) stake by 1.9% in Q1 2026, selling an estimated $4.98K and leaving 861 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #281.

Spirepoint Private Client first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Spirepoint Private Client held 861 shares of Travelers Companies worth $251K as of Q1 2026.
  • Spirepoint Private Client sold 17 Travelers Companies shares in Q1 2026, an estimated $4.98K.
  • Travelers Companies made up 0.02% of Spirepoint Private Client's portfolio in Q1 2026, its #281 holding.
  • Spirepoint Private Client first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • Spirepoint Private Client's Travelers Companies position peaked at $255K in Q4 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.