CFS
TRV icon

CRA Financial Services’s Travelers Companies TRV Stock Holding History

CRA Financial Services’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 		$352K Sell
1,066
-2
-0.2% -$606 0.04% 239
2026
Q1 		$312K Buy
1,068
+38
+4% +$11.1K 0.04% 239
2025
Q4 		$299K Sell
1,030
-121
-11% -$34.1K 0.04% 233
2025
Q3 		$321K Buy
1,151
+19
+2% +$5.09K 0.04% 225
2025
Q2 		$303K Sell
1,132
-52
-4% -$13.7K 0.05% 218
2025
Q1 		$313K Hold
1,184
– – 0.05% 204
2024
Q4 		$285K Sell
1,184
-30
-2% -$7.49K 0.05% 207
2024
Q3 		$284K Sell
1,214
-1
-0.1% -$220 0.05% 199
2024
Q2 		$247K Hold
1,215
– – 0.05% 211
2024
Q1 		$280K Hold
1,215
– – 0.06% 192
2023
Q4 		$231K Buy
+1,215
New +$210K 0.06% 197
2023
Q3 		– Sell
-1,215
Closed -$211K – 213
2023
Q2 		$211K Hold
1,215
– – 0.06% 195
2023
Q1 		$208K Hold
1,215
– – 0.06% 195
2022
Q4 		$228K Buy
+1,215
New +$219K 0.07% 176
2022
Q3 		– Sell
-1,224
Closed -$207K – 205
2022
Q2 		$207K Sell
1,224
-6
-0.5% -$1.04K 0.07% 186
2022
Q1 		$225K Sell
1,230
-970
-44% -$166K 0.07% 186
2021
Q4 		$344K Buy
+2,200
New +$344K 0.1% 141
2020
Q1 		– Sell
-1,259
Closed -$172K – 148
2019
Q4 		$172K Hold
1,259
– – 0.09% 144
2019
Q3 		$187K Sell
1,259
-331
-21% -$49.2K 0.11% 134
2019
Q2 		$238K Sell
1,590
-18
-1% -$2.6K 0.14% 122
2019
Q1 		$221K Buy
+1,608
New +$206K 0.14% 125

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CRA Financial Services's TRV Position: Q2 2026 in Review

CRA Financial Services reduced its Travelers Companies (TRV) stake by 0.19% in Q2 2026, selling an estimated $606 and leaving 1,066 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #239.

CRA Financial Services first reported a position in TRV in Q1 2019 and has held it in 21 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • CRA Financial Services held 1,066 shares of Travelers Companies worth $352K as of Q2 2026.
  • CRA Financial Services sold 2 Travelers Companies shares in Q2 2026, an estimated $606.
  • Travelers Companies made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #239 holding.
  • CRA Financial Services first reported a position in Travelers Companies in Q1 2019 and has held it in 21 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.