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Wedmont Private Capital’s Travelers Companies TRV Stock Holding History

Wedmont Private Capital’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 		$1.81M Buy
4,901
+1,232
+34% +$451K 0.04% 227
2026
Q2 		$1.24M Buy
3,669
+454
+14% +$138K 0.03% 293
2026
Q1 		$970K Buy
3,215
+48
+2% +$14.1K 0.03% 328
2025
Q4 		$897K Buy
3,167
+41
+1% +$11.5K 0.03% 316
2025
Q3 		$891K Sell
3,126
-44
-1% -$11.8K 0.03% 301
2025
Q2 		$809K Buy
3,170
+192
+6% +$50.6K 0.03% 308
2025
Q1 		$730K Buy
2,978
+342
+13% +$85.2K 0.04% 283
2024
Q4 		$613K Buy
2,636
+211
+9% +$52.7K 0.03% 321
2024
Q3 		$548K Buy
2,425
+319
+15% +$70.3K 0.03% 329
2024
Q2 		$446K Sell
2,106
-20
-0.9% -$4.3K 0.03% 376
2024
Q1 		$476K Buy
2,126
+258
+14% +$55.1K 0.03% 330
2023
Q4 		$359K Buy
1,868
+476
+34% +$82.4K 0.03% 381
2023
Q3 		$227K Sell
1,392
-135
-9% -$22.5K 0.02% 444
2023
Q2 		$253K Buy
1,527
+216
+16% +$38.1K 0.03% 422
2023
Q1 		$226K Buy
1,311
+162
+14% +$29.5K 0.03% 414
2022
Q4 		$223K Buy
+1,149
New +$207K 0.03% 406

Other funds holding TRV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wedmont Private Capital's TRV Position: Q3 2026 in Review

Wedmont Private Capital increased its Travelers Companies (TRV) stake by 34% in Q3 2026, buying an estimated $451K and bringing the position to 4,901 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #227.

Wedmont Private Capital first reported a position in TRV in Q4 2022 and has held it in 16 quarters since. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Wedmont Private Capital held 4,901 shares of Travelers Companies worth $1.81M as of Q3 2026.
  • Wedmont Private Capital bought 1,232 Travelers Companies shares in Q3 2026, an estimated $451K.
  • Travelers Companies made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #227 holding.
  • Wedmont Private Capital first reported a position in Travelers Companies in Q4 2022 and has held it in 16 quarters since.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.