Central Valley Advisors’s Travelers Companies TRV Stock Holding History

Central Valley 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	$277K	Hold	839	–	–	0.07%	161
2026 Q1	$245K	Buy	839 +1	+0.1%	+$293	0.07%	166
2025 Q4	$243K	Buy	838 +2	+0.2%	+$563	0.07%	135
2025 Q3	$233K	Buy	836 +1	+0.1%	+$268	0.07%	139
2025 Q2	$223K	Buy	835 +2	+0.2%	+$527	0.08%	129
2025 Q1	$220K	Sell	833 -999	-55%	-$249K	0.08%	118
2024 Q4	$441K	Buy	1,832 +2	+0.1%	+$499	0.2%	88
2024 Q3	$428K	Buy	+1,830	New	+$403K	0.24%	79
2024 Q2	–	Sell	-1,825	Closed	-$420K	–	182
2024 Q1	$420K	Sell	1,825 -13	-0.7%	-$2.78K	0.22%	89
2023 Q4	$350K	Buy	+1,838	New	+$318K	0.21%	101

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Central Valley Advisors's TRV Position: Q2 2026 in Review

Central Valley Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 839 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #161.

Central Valley Advisors first reported a position in TRV in Q4 2023 and has held it in 10 quarters since. The position peaked at $441K in Q4 2024. 869 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Central Valley Advisors held 839 shares of Travelers Companies worth $277K as of Q2 2026.
Central Valley Advisors left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.07% of Central Valley Advisors's portfolio in Q2 2026, its #161 holding.
Central Valley Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 10 quarters since.
Central Valley Advisors's Travelers Companies position peaked at $441K in Q4 2024.
869 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.