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TritonPoint Wealth’s Travelers Companies TRV Stock Holding History

TritonPoint 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 		$279K Buy
+845
New +$256K 0.03% 242
2025
Q4 		– Sell
-1,063
Closed -$297K – 351
2025
Q3 		$297K Sell
1,063
-31
-3% -$8.3K 0.03% 294
2025
Q2 		$293K Buy
1,094
+78
+8% +$20.6K 0.03% 287
2025
Q1 		$269K Buy
1,016
+68
+7% +$16.9K 0.03% 291
2024
Q4 		$228K Buy
948
+29
+3% +$7.24K 0.02% 311
2024
Q3 		$217K Buy
+919
New +$203K 0.02% 313

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
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

TritonPoint Wealth's TRV Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in Travelers Companies (TRV) in Q2 2026: 845 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #242 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in TRV as recently as Q3 2025.

TritonPoint Wealth first reported a position in TRV in Q3 2024 and has held it in 6 quarters since. The position peaked at $297K in Q3 2025. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • TritonPoint Wealth held 845 shares of Travelers Companies worth $279K as of Q2 2026.
  • Travelers Companies was a new TritonPoint Wealth position in Q2 2026.
  • Travelers Companies made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #242 holding.
  • TritonPoint Wealth first reported a position in Travelers Companies in Q3 2024 and has held it in 6 quarters since.
  • TritonPoint Wealth's Travelers Companies position peaked at $297K in Q3 2025.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.