Cornerstone Financial Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Cornerstone Financial Management's TRV Position: Q2 2026 in Review
Cornerstone Financial Management increased its Travelers Companies (TRV) stake by 2.7% in Q2 2026, buying an estimated $1.82K and bringing the position to 232 shares worth $76.6K. The position accounts for 0.06% of the portfolio, ranked #133.
Cornerstone Financial Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,851 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Cornerstone Financial Management held 232 shares of Travelers Companies worth $76.6K as of Q2 2026.
- Cornerstone Financial Management bought 6 Travelers Companies shares in Q2 2026, an estimated $1.82K.
- Travelers Companies made up 0.06% of Cornerstone Financial Management's portfolio in Q2 2026, its #133 holding.
- Cornerstone Financial Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
- 1,851 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.