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Canvas Wealth Advisors’s Travelers Companies TRV Stock Holding History

Canvas Wealth 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 		$309K Buy
935
+87
+10% +$26.4K 0.04% 188
2026
Q1 		$247K Sell
848
-117
-12% -$34.3K 0.04% 205
2025
Q4 		$280K Sell
965
-39
-4% -$11K 0.05% 171
2025
Q3 		$286K Buy
1,004
+12
+1% +$3.21K 0.05% 159
2025
Q2 		$253K Sell
992
-112
-10% -$29.5K 0.05% 168
2025
Q1 		$289K Buy
1,104
+33
+3% +$8.22K 0.07% 142
2024
Q4 		$258K Sell
1,071
-54
-5% -$13.5K 0.06% 142
2024
Q3 		$263K Buy
+1,125
New +$248K 0.07% 143
2024
Q1 		– Sell
-2,389
Closed -$467K – 158
2023
Q4 		$467K Sell
2,389
-5,093
-68% -$882K 0.17% 73
2023
Q3 		$1.21M Sell
7,482
-215
-3% -$35.9K 0.5% 37
2023
Q2 		$1.35M Buy
7,697
+134
+2% +$23.6K 0.5% 40
2023
Q1 		$1.36M Sell
7,563
-1,607
-18% -$292K 0.57% 36
2022
Q4 		$1.68M Sell
9,170
-1,073
-10% -$193K 0.7% 28
2022
Q3 		$1.81M Sell
10,243
-4,818
-32% -$783K 0.77% 29
2022
Q2 		$2.55M Sell
15,061
-318
-2% -$55.3K 1.03% 25
2022
Q1 		$2.64M Sell
15,379
-3,982
-21% -$683K 0.96% 29
2021
Q4 		$3.03M Sell
19,361
-4
-0% -$625 1.09% 23
2021
Q3 		$2.94M Buy
19,365
+830
+4% +$128K 1.2% 22
2021
Q2 		$2.77M Buy
18,535
+1,023
+6% +$159K 1.24% 23
2021
Q1 		$2.66M Buy
+17,512
New +$2.57M 1.55% 20

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Canvas Wealth Advisors's TRV Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Travelers Companies (TRV) stake by 10% in Q2 2026, buying an estimated $26.4K and bringing the position to 935 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #188.

Canvas Wealth Advisors first reported a position in TRV in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.03M in Q4 2021. 565 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Canvas Wealth Advisors held 935 shares of Travelers Companies worth $309K as of Q2 2026.
  • Canvas Wealth Advisors bought 87 Travelers Companies shares in Q2 2026, an estimated $26.4K.
  • Travelers Companies made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Canvas Wealth Advisors first reported a position in Travelers Companies in Q1 2021 and has held it in 20 quarters since.
  • Canvas Wealth Advisors's Travelers Companies position peaked at $3.03M in Q4 2021.
  • 565 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.