Cambridge Investment Research Advisors
TRV icon

Cambridge Investment Research Advisors’s Travelers Companies TRV Stock Holding History

Cambridge Investment Research 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 		$8.81M Buy
26,678
+233
+0.9% +$70.6K 0.02% 708
2026
Q1 		$7.71M Sell
26,445
-103
-0.4% -$30.2K 0.02% 728
2025
Q4 		$7.7M Buy
26,548
+770
+3% +$217K 0.02% 705
2025
Q3 		$7.2M Buy
25,778
+674
+3% +$180K 0.02% 719
2025
Q2 		$6.72M Sell
25,104
-1,621
-6% -$427K 0.02% 706
2025
Q1 		$7.07M Buy
26,725
+2,680
+11% +$668K 0.02% 640
2024
Q4 		$5.79M Sell
24,045
-446
-2% -$111K 0.02% 720
2024
Q3 		$5.73M Sell
24,491
-1,665
-6% -$367K 0.02% 734
2024
Q2 		$5.32M Buy
26,156
+1,867
+8% +$401K 0.02% 724
2024
Q1 		$5.59M Sell
24,289
-2,637
-10% -$563K 0.02% 692
2023
Q4 		$5.13M Buy
26,926
+836
+3% +$145K 0.02% 689
2023
Q3 		$4.26M Sell
26,090
-1,155
-4% -$193K 0.02% 730
2023
Q2 		$4.73M Sell
27,245
-15
-0.1% -$2.65K 0.02% 688
2023
Q1 		$4.67M Buy
27,260
+1,096
+4% +$199K 0.02% 664
2022
Q4 		$4.91M Buy
26,164
+2,670
+11% +$480K 0.03% 615
2022
Q3 		$3.6M Sell
23,494
-1,147
-5% -$186K 0.02% 718
2022
Q2 		$4.17M Buy
24,641
+225
+0.9% +$39.1K 0.02% 665
2022
Q1 		$4.46M Sell
24,416
-589
-2% -$101K 0.02% 684
2021
Q4 		$3.91M Buy
25,005
+810
+3% +$127K 0.02% 770
2021
Q3 		$3.68M Buy
24,195
+396
+2% +$61.3K 0.02% 756
2021
Q2 		$3.56M Sell
23,799
-1,124
-5% -$174K 0.02% 789
2021
Q1 		$3.75M Buy
24,923
+399
+2% +$58.6K 0.02% 691
2020
Q4 		$3.44M Sell
24,524
-1,050
-4% -$135K 0.02% 657
2020
Q3 		$2.77M Sell
25,574
-31,937
-56% -$3.66M 0.02% 652
2020
Q2 		$6.56M Buy
57,511
+3,035
+6% +$320K 0.05% 354
2020
Q1 		$5.41M Buy
54,476
+27,055
+99% +$3.36M 0.05% 344
2019
Q4 		$3.75M Buy
27,421
+660
+2% +$89.8K 0.03% 572
2019
Q3 		$3.98M Buy
26,761
+643
+2% +$95.6K 0.03% 508
2019
Q2 		$3.9M Buy
26,118
+219
+0.8% +$31.6K 0.04% 485
2019
Q1 		$3.55M Sell
25,899
-28,257
-52% -$3.62M 0.03% 494
2018
Q4 		$6.49M Buy
54,156
+1,654
+3% +$207K 0.07% 256
2018
Q3 		$6.81M Buy
52,502
+736
+1% +$95K 0.07% 290
2018
Q2 		$6.33M Sell
51,766
-1,173
-2% -$154K 0.07% 272
2018
Q1 		$7.35M Buy
52,939
+2,763
+6% +$386K 0.08% 239
2017
Q4 		$6.81M Buy
50,176
+2,816
+6% +$372K 0.08% 246
2017
Q3 		$5.8M Buy
47,360
+3,938
+9% +$492K 0.08% 246
2017
Q2 		$5.49M Buy
+43,422
New +$5.34M 0.08% 240
2016
Q4 		– Sell
-29,968
Closed -$3.43M – 1811
2016
Q3 		$3.43M Buy
+29,968
New +$3.51M 0.06% 287
2016
Q2 		– Sell
-19,336
Closed -$2.26M – 1675
2016
Q1 		$2.26M Buy
19,336
+265
+1% +$28.9K 0.05% 326
2015
Q4 		$2.15M Buy
+19,071
New +$2.12M 0.05% 339
2015
Q3 		– Sell
-16,197
Closed -$1.57M – 1580
2015
Q2 		$1.57M Sell
16,197
-5,449
-25% -$558K 0.04% 369
2015
Q1 		$2.34M Buy
21,646
+603
+3% +$64.4K 0.07% 277
2014
Q4 		$2.23M Buy
21,043
+495
+2% +$50K 0.07% 271
2014
Q3 		$1.93M Sell
20,548
-107
-0.5% -$9.98K 0.06% 328
2014
Q2 		$1.94M Sell
20,655
-899
-4% -$82K 0.07% 280
2014
Q1 		$1.83M Buy
21,554
+4,713
+28% +$396K 0.07% 279
2013
Q4 		$1.52M Buy
16,841
+503
+3% +$44K 0.06% 303
2013
Q3 		$1.39M Buy
16,338
+1,752
+12% +$145K 0.06% 287
2013
Q2 		$1.17M Buy
+14,586
New +$1.23M 0.06% 288

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

Cambridge Investment Research Advisors's TRV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Travelers Companies (TRV) stake by 0.88% in Q2 2026, buying an estimated $70.6K and bringing the position to 26,678 shares worth $8.81M. The position accounts for 0.02% of the portfolio, ranked #708.

Cambridge Investment Research Advisors first reported a position in TRV in Q2 2013 and has held it in 49 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cambridge Investment Research Advisors held 26,678 shares of Travelers Companies worth $8.81M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 233 Travelers Companies shares in Q2 2026, an estimated $70.6K.
  • Travelers Companies made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #708 holding.
  • Cambridge Investment Research Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 49 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.