CPG
TRV icon

Cornerstone Planning Group’s Travelers Companies TRV Stock Holding History

Cornerstone Planning 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
Q1 		$61K Buy
203
+18
+10% +$5.27K 0.01% 357
2025
Q4 		$52.2K Buy
185
+166
+874% +$46.7K 0.01% 336
2025
Q3 		$1.5K Sell
19
-138
-88% -$37K ﹤0.01% 1219
2025
Q2 		$41.7K Buy
157
+61
+64% +$16.1K 0.01% 273
2025
Q1 		$24.9K Buy
96
+84
+700% +$20.9K 0.01% 366
2024
Q4 		$3.01K Sell
12
-1
-8% -$250 ﹤0.01% 692
2024
Q3 		$3.23K Buy
13
+2
+18% +$441 ﹤0.01% 662
2024
Q2 		$2.29K Buy
11
+1
+10% +$215 ﹤0.01% 730
2024
Q1 		$2.14K Hold
10
– – ﹤0.01% 655
2023
Q4 		$1.91K Hold
10
– – ﹤0.01% 647
2023
Q3 		$1.63K Sell
10
-8
-44% -$1.34K ﹤0.01% 699
2023
Q2 		$3.13K Buy
+18
New +$3.17K ﹤0.01% 1046
2022
Q4 		$2.58K Buy
+14
New +$2.52K ﹤0.01% 1125

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Planning Group's TRV Position: Q1 2026 in Review

Cornerstone Planning Group increased its Travelers Companies (TRV) stake by 9.7% in Q1 2026, buying an estimated $5.27K and bringing the position to 203 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #357.

Cornerstone Planning Group first reported a position in TRV in Q4 2022 and has held it in 13 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Cornerstone Planning Group held 203 shares of Travelers Companies worth $61K as of Q1 2026.
  • Cornerstone Planning Group bought 18 Travelers Companies shares in Q1 2026, an estimated $5.27K.
  • Travelers Companies made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #357 holding.
  • Cornerstone Planning Group first reported a position in Travelers Companies in Q4 2022 and has held it in 13 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.