Cahill Financial Advisors’s Travelers Companies TRV Stock Holding History

Cahill Financial Advisors’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	$269K	Hold	816	–	–	0.03%	261
2026 Q1	$238K	Hold	816	–	–	0.03%	267
2025 Q4	$237K	Buy	816 +2	+0.2%	+$563	0.03%	266
2025 Q3	$227K	Buy	814 +12	+1%	+$3.21K	0.03%	271
2025 Q2	$215K	Buy	802 +2	+0.3%	+$527	0.03%	265
2025 Q1	$212K	Buy	+800	New	+$199K	0.03%	257
2024 Q4	–	Sell	-908	Closed	-$213K	–	273
2024 Q3	$213K	Sell	908 -92	-9%	-$20.3K	0.03%	242
2024 Q2	$203K	Sell	1,000 -32	-3%	-$6.88K	0.03%	256
2024 Q1	$238K	Buy	+1,032	New	+$220K	0.03%	242
2021 Q4	–	Sell	-978	Closed	-$149K	–	728
2021 Q3	$149K	Buy	+978	New	+$151K	0.03%	235

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cahill Financial Advisors's TRV Position: Q2 2026 in Review

Cahill Financial Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 816 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #261.

Cahill Financial Advisors first reported a position in TRV in Q3 2021 and has held it in 10 quarters since. 1,457 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Cahill Financial Advisors held 816 shares of Travelers Companies worth $269K as of Q2 2026.
Cahill Financial Advisors left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #261 holding.
Cahill Financial Advisors first reported a position in Travelers Companies in Q3 2021 and has held it in 10 quarters since.
1,457 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.