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Cantor Fitzgerald Investment Advisors’s Travelers Companies TRV Stock Holding History

Cantor Fitzgerald Investment 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 		$15.7M Sell
47,614
-4,138
-8% -$1.25M 1.06% 30
2026
Q1 		$15.1M Sell
51,752
-2,302
-4% -$674K 1.11% 26
2025
Q4 		$15.7M Buy
54,054
+8,591
+19% +$2.42M 1.16% 23
2025
Q3 		$12.7M Sell
45,463
-236
-0.5% -$63.2K 0.86% 43
2025
Q2 		$12.2M Sell
45,699
-4,752
-9% -$1.25M 0.86% 47
2025
Q1 		$13.3M Buy
50,451
+655
+1% +$163K 0.97% 42
2024
Q4 		$12M Sell
49,796
-2,773
-5% -$692K 0.83% 54
2024
Q3 		$12.3M Buy
52,569
+128
+0.2% +$28.2K 0.84% 53
2024
Q2 		$10.7M Sell
52,441
-23,172
-31% -$4.98M 0.82% 53
2024
Q1 		$17.4M Sell
75,613
-5,814
-7% -$1.24M 1.29% 29
2023
Q4 		$15.5M Buy
+81,427
New +$14.1M 1.2% 34
2022
Q1 		$4.65M Buy
25,459
+10,336
+68% +$1.77M 0.21% 88
2021
Q4 		$2.37M Sell
15,123
-375
-2% -$58.6K 0.14% 123
2021
Q3 		$2.36M Sell
15,498
-63
-0.4% -$9.75K 0.17% 89
2021
Q2 		$2.33M Buy
+15,561
New +$2.41M 0.17% 88

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's TRV Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its Travelers Companies (TRV) stake by 8% in Q2 2026, selling an estimated $1.25M and leaving 47,614 shares worth $15.7M. The position accounts for 1.06% of the portfolio, ranked #30.

Cantor Fitzgerald Investment Advisors first reported a position in TRV in Q2 2021 and has held it in 15 quarters since. The position peaked at $17.4M in Q1 2024. 709 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 47,614 shares of Travelers Companies worth $15.7M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors sold 4,138 Travelers Companies shares in Q2 2026, an estimated $1.25M.
  • Travelers Companies made up 1.06% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Travelers Companies in Q2 2021 and has held it in 15 quarters since.
  • Cantor Fitzgerald Investment Advisors's Travelers Companies position peaked at $17.4M in Q1 2024.
  • 709 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.