Cedar Mountain Advisors’s Travelers Companies TRV Stock Holding History

Cedar Mountain 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	$56.5K	Buy	171 +5	+3%	+$1.51K	0.01%	158
2026 Q1	$48.4K	Buy	166 +26	+19%	+$7.62K	0.01%	156
2025 Q4	$40.6K	Hold	140	–	–	0.01%	128
2025 Q3	$39.1K	Buy	140 +24	+21%	+$6.43K	0.01%	131
2025 Q2	$31K	Hold	116	–	–	0.01%	127
2025 Q1	$30.7K	Hold	116	–	–	0.01%	123
2024 Q4	$27.9K	Hold	116	–	–	0.01%	133
2024 Q3	$27.2K	Hold	116	–	–	0.01%	126
2024 Q2	$23.6K	Hold	116	–	–	0.01%	126
2024 Q1	$26.7K	Hold	116	–	–	0.01%	116
2023 Q4	$22.1K	Hold	116	–	–	0.01%	122
2023 Q3	$18.9K	Sell	116 -69	-37%	-$11.5K	0.01%	121
2023 Q2	$32.1K	Hold	185	–	–	0.01%	91
2023 Q1	$31.7K	Hold	185	–	–	0.01%	93
2022 Q4	$34.7K	Hold	185	–	–	0.01%	89
2022 Q3	$28K	Hold	185	–	–	0.01%	93
2022 Q2	$31K	Hold	185	–	–	0.01%	92
2022 Q1	$34K	Hold	185	–	–	0.01%	95
2021 Q4	$29K	Hold	185	–	–	0.01%	105
2021 Q3	$28K	Hold	185	–	–	0.01%	106
2021 Q2	$28K	Hold	185	–	–	0.01%	98
2021 Q1	$28K	Hold	185	–	–	0.01%	107
2020 Q4	$26K	Hold	185	–	–	0.01%	106
2020 Q3	$20K	Hold	185	–	–	0.01%	107
2020 Q2	$21K	Hold	185	–	–	0.01%	100
2020 Q1	$18K	Hold	185	–	–	0.01%	94
2019 Q4	$25K	Buy	+185	New	+$25.2K	0.01%	96

Other funds holding TRV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cedar Mountain Advisors's TRV Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Travelers Companies (TRV) stake by 3% in Q2 2026, buying an estimated $1.51K and bringing the position to 171 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #158.

Cedar Mountain Advisors first reported a position in TRV in Q4 2019 and has held it in 27 quarters since. 308 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Cedar Mountain Advisors held 171 shares of Travelers Companies worth $56.5K as of Q2 2026.
Cedar Mountain Advisors bought 5 Travelers Companies shares in Q2 2026, an estimated $1.51K.
Travelers Companies made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #158 holding.
Cedar Mountain Advisors first reported a position in Travelers Companies in Q4 2019 and has held it in 27 quarters since.
308 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.