Westco Advisory Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$363K Sell
1,100
-9
-0.8% -$2.73K 0.22% 73
2026
Q1
$323K Buy
1,109
+209
+23% +$61.2K 0.21% 79
2025
Q4
$261K Buy
+900
New +$253K 0.16% 80

Other funds holding TRV

Westco Advisory Services's TRV Position: Q2 2026 in Review

Westco Advisory Services reduced its Travelers Companies (TRV) stake by 0.81% in Q2 2026, selling an estimated $2.73K and leaving 1,100 shares worth $363K. The position accounts for 0.22% of the portfolio, ranked #73.

Westco Advisory Services first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,841 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Westco Advisory Services held 1,100 shares of Travelers Companies worth $363K as of Q2 2026.
  • Westco Advisory Services sold 9 Travelers Companies shares in Q2 2026, an estimated $2.73K.
  • Travelers Companies made up 0.22% of Westco Advisory Services's portfolio in Q2 2026, its #73 holding.
  • Westco Advisory Services first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,841 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.