Trustco Bank (New York)’s Travelers Companies TRV Stock Holding History

Trustco Bank (New York)’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	-987	Closed	-$276K	–	72
2025 Q3	$276K	Hold	987	–	–	0.25%	64
2025 Q2	$264K	Buy	+987	New	+$260K	0.26%	61

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Trustco Bank (New York)'s TRV Position: Q4 2025 in Review

Trustco Bank (New York) sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 987 shares — an estimated $276K sold.

Trustco Bank (New York) first reported a position in TRV in Q2 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

Trustco Bank (New York) reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
Trustco Bank (New York) sold 987 Travelers Companies shares in Q4 2025, an estimated $276K.
Trustco Bank (New York) first reported a position in Travelers Companies in Q2 2025 and held it in 2 quarters.
Trustco Bank (New York)'s Travelers Companies position peaked at $276K in Q3 2025.
1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Trustco Bank (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.