Continuum Advisory’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.8K Buy
+48
New +$14.5K ﹤0.01% 1114
2025
Q2
Sell
-104
Closed -$27.5K 1474
2025
Q1
$27.5K Sell
104
-216
-68% -$53.8K ﹤0.01% 796
2024
Q4
$77.1K Sell
320
-10
-3% -$2.5K 0.01% 569
2024
Q3
$84.7K Buy
330
+303
+1,122% +$66.8K 0.01% 560
2024
Q2
$5.5K Sell
27
-233
-90% -$50.1K ﹤0.01% 1065
2024
Q1
$57.1K Sell
260
-9,041
-97% -$1.93M 0.01% 580
2023
Q4
$1.77M Buy
9,301
+2,186
+31% +$379K 0.25% 107
2023
Q3
$1.16M Buy
7,115
+2,308
+48% +$385K 0.19% 145
2023
Q2
$835K Buy
+4,807
New +$848K 0.13% 189

Other funds holding TRV

Continuum Advisory's TRV Position: Q2 2026 in Review

Continuum Advisory opened a new position in Travelers Companies (TRV) in Q2 2026: 48 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TRV as recently as Q1 2025.

Continuum Advisory first reported a position in TRV in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.77M in Q4 2023. 1,858 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Continuum Advisory held 48 shares of Travelers Companies worth $15.8K as of Q2 2026.
  • Travelers Companies was a new Continuum Advisory position in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1114 holding.
  • Continuum Advisory first reported a position in Travelers Companies in Q2 2023 and has held it in 9 quarters since.
  • Continuum Advisory's Travelers Companies position peaked at $1.77M in Q4 2023.
  • 1,858 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.