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Cornell Pochily Investment Advisors’s Travelers Companies TRV Stock Holding History

Cornell Pochily Investment 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 		$683K Sell
2,070
-82
-4% -$24.9K 0.18% 103
2026
Q1 		$628K Buy
2,152
+21
+1% +$6.15K 0.18% 104
2025
Q4 		$618K Buy
2,131
+485
+29% +$137K 0.18% 105
2025
Q3 		$460K Buy
1,646
+55
+3% +$14.7K 0.14% 122
2025
Q2 		$426K Buy
1,591
+202
+15% +$53.3K 0.14% 128
2025
Q1 		$367K Sell
1,389
-2
-0.1% -$498 0.13% 130
2024
Q4 		$335K Sell
1,391
-108
-7% -$27K 0.12% 131
2024
Q3 		$351K Buy
1,499
+42
+3% +$9.26K 0.12% 132
2024
Q2 		$296K Buy
1,457
+40
+3% +$8.6K 0.11% 137
2024
Q1 		$326K Buy
1,417
+4
+0.3% +$855 0.13% 132
2023
Q4 		$269K Buy
+1,413
New +$245K 0.11% 149
2023
Q3 		– Sell
-1,189
Closed -$206K – 173
2023
Q2 		$206K Hold
1,189
– – 0.08% 163
2023
Q1 		$204K Sell
1,189
-125
-10% -$22.7K 0.09% 164
2022
Q4 		$246K Hold
1,314
– – 0.11% 151
2022
Q3 		$201K Hold
1,314
– – 0.09% 162
2022
Q2 		$222K Hold
1,314
– – 0.1% 158
2022
Q1 		$240K Sell
1,314
-25
-2% -$4.29K 0.09% 156
2021
Q4 		$209K Hold
1,339
– – 0.08% 158
2021
Q3 		$204K Sell
1,339
-83
-6% -$12.8K 0.09% 158
2021
Q2 		$213K Buy
+1,422
New +$221K 0.09% 154

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornell Pochily Investment Advisors's TRV Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its Travelers Companies (TRV) stake by 3.8% in Q2 2026, selling an estimated $24.9K and leaving 2,070 shares worth $683K. The position accounts for 0.18% of the portfolio, ranked #103.

Cornell Pochily Investment Advisors first reported a position in TRV in Q2 2021 and has held it in 20 quarters since. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cornell Pochily Investment Advisors held 2,070 shares of Travelers Companies worth $683K as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 82 Travelers Companies shares in Q2 2026, an estimated $24.9K.
  • Travelers Companies made up 0.18% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Cornell Pochily Investment Advisors first reported a position in Travelers Companies in Q2 2021 and has held it in 20 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.