CFG
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Cooper Financial Group’s Travelers Companies TRV Stock Holding History

Cooper Financial Group’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 		$216K Buy
+654
New +$198K 0.02% 425

Other funds holding TRV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Cooper Financial Group's TRV Position: Q2 2026 in Review

Cooper Financial Group opened a new position in Travelers Companies (TRV) in Q2 2026: 654 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings.

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

  • Cooper Financial Group held 654 shares of Travelers Companies worth $216K as of Q2 2026.
  • Travelers Companies was a new Cooper Financial Group position in Q2 2026.
  • Travelers Companies made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #425 holding.
  • 276 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.