CogentBlue Wealth Advisors’s Travelers Companies TRV Stock Holding History

CogentBlue 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	$208K	Buy	+629	New	+$191K	0.12%	97

Other funds holding TRV

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 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

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

CogentBlue Wealth Advisors opened a new position in Travelers Companies (TRV) in Q2 2026: 629 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings.

400 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

CogentBlue Wealth Advisors held 629 shares of Travelers Companies worth $208K as of Q2 2026.
Travelers Companies was a new CogentBlue Wealth Advisors position in Q2 2026.
Travelers Companies made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #97 holding.
400 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.