Third View Private Wealth
TRV icon

Third View Private Wealth’s Travelers Companies TRV Stock Holding History

Third View Private Wealth’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
Q3 		$3.94M Buy
11,062
+285
+3% +$104K 0.46% 52
2026
Q2 		$3.56M Sell
10,777
-942
-8% -$285K 0.44% 54
2026
Q1 		$3.42M Buy
11,719
+502
+4% +$147K 0.47% 53
2025
Q4 		$3.25M Buy
+11,217
New +$3.16M 0.44% 54

Other funds holding TRV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Third View Private Wealth's TRV Position: Q3 2026 in Review

Third View Private Wealth increased its Travelers Companies (TRV) stake by 2.6% in Q3 2026, buying an estimated $104K and bringing the position to 11,062 shares worth $3.94M. The position accounts for 0.46% of the portfolio, ranked #52.

Third View Private Wealth first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 1,118 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Third View Private Wealth held 11,062 shares of Travelers Companies worth $3.94M as of Q3 2026.
  • Third View Private Wealth bought 285 Travelers Companies shares in Q3 2026, an estimated $104K.
  • Travelers Companies made up 0.46% of Third View Private Wealth's portfolio in Q3 2026, its #52 holding.
  • Third View Private Wealth first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.