Westside Investment Management’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
Q1 | $49.3K | Sell |
168
-138
| -45% | -$40.4K | 0.01% | 570 |
|
|
2025
Q4 | $88.1K | Buy |
306
+24
| +9% | +$6.75K | 0.01% | 416 |
|
|
2025
Q3 | $78.5K | Buy |
282
+65
| +30% | +$17.4K | 0.01% | 436 |
|
|
2025
Q2 | $58K | Buy |
217
+65
| +43% | +$17.1K | 0.01% | 435 |
|
|
2025
Q1 | $40.2K | Hold |
152
| – | – | 0.01% | 436 |
|
|
2024
Q4 | $36.6K | Hold |
152
| – | – | 0.01% | 454 |
|
|
2024
Q3 | $35.6K | Hold |
152
| – | – | 0.01% | 452 |
|
|
2024
Q2 | $30.9K | Hold |
152
| – | – | 0.01% | 461 |
|
|
2024
Q1 | $35K | Sell |
152
-139
| -48% | -$29.7K | 0.01% | 430 |
|
|
2023
Q4 | $55.4K | Hold |
291
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $47.5K | Hold |
291
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $50.5K | Sell |
291
-43
| -13% | -$7.58K | 0.01% | 352 |
|
|
2023
Q1 | $57.3K | Hold |
334
| – | – | 0.02% | 343 |
|
|
2022
Q4 | $62 | Hold |
334
| – | – | ﹤0.01% | 399 |
|
|
2022
Q3 | $51 | Buy |
334
+141
| +73% | +$22.9K | ﹤0.01% | 410 |
|
|
2022
Q2 | $32 | Buy |
193
+10
| +5% | +$1.74K | ﹤0.01% | 458 |
|
|
2022
Q1 | $33 | Hold |
183
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $28 | Hold |
183
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $27 | Hold |
183
| – | – | ﹤0.01% | 454 |
|
|
2021
Q2 | $27 | Hold |
183
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $27 | Hold |
183
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $25 | Buy |
183
+33
| +22% | +$4.24K | ﹤0.01% | 405 |
|
|
2020
Q3 | $16 | Sell |
150
-658
| -81% | -$75.4K | ﹤0.01% | 452 |
|
|
2020
Q2 | $92 | Hold |
808
| – | – | ﹤0.01% | 280 |
|
|
2020
Q1 | $80 | Buy |
+808
| New | +$100K | ﹤0.01% | 292 |
|
|
2019
Q2 | $120 | Buy |
+808
| New | +$117K | ﹤0.01% | 230 |
|
|
2018
Q4 | $96.8K | Sell |
808
-93
| -10% | -$11.6K | 0.04% | 216 |
|
|
2018
Q3 | $116K | Buy |
901
+51
| +6% | +$6.58K | 0.04% | 189 |
|
|
2018
Q2 | $104K | Hold |
850
| – | – | 0.04% | 223 |
|
|
2018
Q1 | $115K | Hold |
850
| – | – | 0.06% | 205 |
|
|
2017
Q4 | $112K | Hold |
850
| – | – | 0.06% | 203 |
|
|
2017
Q3 | $106K | Sell |
850
-26
| -3% | -$3.25K | 0.06% | 194 |
|
|
2017
Q2 | $110K | Hold |
876
| – | – | 0.07% | 189 |
|
|
2017
Q1 | $106K | Buy |
876
+686
| +361% | +$82.4K | 0.05% | 183 |
|
|
2016
Q4 | $22.4K | Buy |
+190
| New | +$21.7K | 0.02% | 267 |
|
Other funds holding TRV
VCM
VPM
Westside Investment Management's TRV Position: Q1 2026 in Review
Westside Investment Management reduced its Travelers Companies (TRV) stake by 45% in Q1 2026, selling an estimated $40.4K and leaving 168 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #570.
Westside Investment Management first reported a position in TRV in Q4 2016 and has held it in 35 quarters since. The position peaked at $116K in Q3 2018. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.
- Westside Investment Management held 168 shares of Travelers Companies worth $49.3K as of Q1 2026.
- Westside Investment Management sold 138 Travelers Companies shares in Q1 2026, an estimated $40.4K.
- Travelers Companies made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #570 holding.
- Westside Investment Management first reported a position in Travelers Companies in Q4 2016 and has held it in 35 quarters since.
- Westside Investment Management's Travelers Companies position peaked at $116K in Q3 2018.
- 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.
Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.