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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Third View Private Wealth's TRV Position: Q2 2026 in Review

Third View Private Wealth reduced its Travelers Companies (TRV) stake by 8% in Q2 2026, selling an estimated $285K and leaving 10,777 shares worth $3.56M. The position accounts for 0.44% of the portfolio, ranked #54.

Third View Private Wealth first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Third View Private Wealth held 10,777 shares of Travelers Companies worth $3.56M as of Q2 2026.
  • Third View Private Wealth sold 942 Travelers Companies shares in Q2 2026, an estimated $285K.
  • Travelers Companies made up 0.44% of Third View Private Wealth's portfolio in Q2 2026, its #54 holding.
  • Third View Private Wealth first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.