TritonPoint Wealth
TRV icon

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
Q3 		$303K Buy
851
+6
+0.7% +$2.2K 0.03% 239
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

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

TritonPoint Wealth's TRV Position: Q3 2026 in Review

TritonPoint Wealth increased its Travelers Companies (TRV) stake by 0.71% in Q3 2026, buying an estimated $2.2K and bringing the position to 851 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #239.

TritonPoint Wealth first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. 1,197 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • TritonPoint Wealth held 851 shares of Travelers Companies worth $303K as of Q3 2026.
  • TritonPoint Wealth bought 6 Travelers Companies shares in Q3 2026, an estimated $2.2K.
  • Travelers Companies made up 0.03% of TritonPoint Wealth's portfolio in Q3 2026, its #239 holding.
  • TritonPoint Wealth first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.