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West Coast Financial’s Travelers Companies TRV Stock Holding History

West Coast Financial’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
Q2 		– Sell
-1,509
Closed -$399K – 137
2025
Q1 		$399K Hold
1,509
– – 0.05% 116
2024
Q4 		$364K Hold
1,509
– – 0.04% 123
2024
Q3 		$353K Hold
1,509
– – 0.04% 129
2024
Q2 		$307K Sell
1,509
-2
-0.1% -$430 0.04% 134
2024
Q1 		$348K Buy
1,511
+302
+25% +$64.5K 0.04% 123
2023
Q4 		$230K Buy
+1,209
New +$209K 0.03% 148

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

West Coast Financial's TRV Position: Q2 2025 in Review

West Coast Financial sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 1,509 shares — an estimated $399K sold.

West Coast Financial first reported a position in TRV in Q4 2023 and held it in 6 quarters. The position peaked at $399K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • West Coast Financial reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 1,509 Travelers Companies shares in Q2 2025, an estimated $399K.
  • West Coast Financial first reported a position in Travelers Companies in Q4 2023 and held it in 6 quarters.
  • West Coast Financial's Travelers Companies position peaked at $399K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.