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
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TritonPoint Wealth's TRV Position: Q4 2025 in Review

TritonPoint Wealth sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 1,063 shares — an estimated $297K sold.

TritonPoint Wealth first reported a position in TRV in Q3 2024 and held it in 5 quarters. The position peaked at $297K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

TritonPoint Wealth reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 1,063 Travelers Companies shares in Q4 2025, an estimated $297K.
TritonPoint Wealth first reported a position in Travelers Companies in Q3 2024 and held it in 5 quarters.
TritonPoint Wealth's Travelers Companies position peaked at $297K in Q3 2025.
1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.