WP
TRV icon

Westmount Partners’s Travelers Companies TRV Stock Holding History

Westmount Partners’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
Q2 		$341K Buy
1,033
+164
+19% +$49.7K 0.07% 197
2026
Q1 		$254K Buy
869
+1
+0.1% +$293 0.06% 227
2025
Q4 		$252K Buy
+868
New +$244K 0.06% 218

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Westmount Partners's TRV Position: Q2 2026 in Review

Westmount Partners increased its Travelers Companies (TRV) stake by 19% in Q2 2026, buying an estimated $49.7K and bringing the position to 1,033 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #197.

Westmount Partners first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Westmount Partners held 1,033 shares of Travelers Companies worth $341K as of Q2 2026.
  • Westmount Partners bought 164 Travelers Companies shares in Q2 2026, an estimated $49.7K.
  • Travelers Companies made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #197 holding.
  • Westmount Partners first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.