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
Q2 		$223K Sell
674
-187
-22% -$56.7K 0.02% 314
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spirepoint Private Client's TRV Position: Q2 2026 in Review

Spirepoint Private Client reduced its Travelers Companies (TRV) stake by 22% in Q2 2026, selling an estimated $56.7K and leaving 674 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #314.

Spirepoint Private Client first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Spirepoint Private Client held 674 shares of Travelers Companies worth $223K as of Q2 2026.
  • Spirepoint Private Client sold 187 Travelers Companies shares in Q2 2026, an estimated $56.7K.
  • Travelers Companies made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #314 holding.
  • Spirepoint Private Client first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • Spirepoint Private Client's Travelers Companies position peaked at $255K in Q4 2025.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.