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Cornerstone Planning’s Travelers Companies TRV Stock Holding History

Cornerstone Planning’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 		$751K Sell
2,275
-5,907
-72% -$1.79M 0.17% 97
2026
Q1 		$2.39M Buy
8,182
+649
+9% +$190K 0.54% 74
2025
Q4 		$2.19M Buy
+7,533
New +$2.12M 0.51% 70
2024
Q4 		$1.99M Buy
+8,281
New +$2.07M 0.76% 39

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

Cornerstone Planning's TRV Position: Q2 2026 in Review

Cornerstone Planning reduced its Travelers Companies (TRV) stake by 72% in Q2 2026, selling an estimated $1.79M and leaving 2,275 shares worth $751K. The position accounts for 0.17% of the portfolio, ranked #97.

Cornerstone Planning first reported a position in TRV in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.39M in Q1 2026. 1,841 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cornerstone Planning held 2,275 shares of Travelers Companies worth $751K as of Q2 2026.
  • Cornerstone Planning sold 5,907 Travelers Companies shares in Q2 2026, an estimated $1.79M.
  • Travelers Companies made up 0.17% of Cornerstone Planning's portfolio in Q2 2026, its #97 holding.
  • Cornerstone Planning first reported a position in Travelers Companies in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Travelers Companies position peaked at $2.39M in Q1 2026.
  • 1,841 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.