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 Q3	$61K	Hold	171	–	–	0.01%	138
2026 Q2	$56.5K	Buy	171 +5	+3%	+$1.52K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cedar Mountain Advisors's TRV Position: Q3 2026 in Review

Cedar Mountain Advisors held its Travelers Companies (TRV) position steady in Q3 2026 at 171 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #138.

Cedar Mountain Advisors first reported a position in TRV in Q4 2019 and has held it in 28 quarters since. 692 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Cedar Mountain Advisors held 171 shares of Travelers Companies worth $61K as of Q3 2026.
Cedar Mountain Advisors left its Travelers Companies share count unchanged in Q3 2026.
Travelers Companies made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #138 holding.
Cedar Mountain Advisors first reported a position in Travelers Companies in Q4 2019 and has held it in 28 quarters since.
692 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.