CCMI
TRV icon

Creative Capital Management Investments’s Travelers Companies TRV Stock Holding History

Creative Capital Management Investments’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 		$13.9K Buy
+42
New +$12.7K ﹤0.01% 251
2023
Q1 		– Sell
-8
Closed -$1K – 286
2022
Q4 		$1K Buy
+8
New +$1.44K ﹤0.01% 203

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Creative Capital Management Investments's TRV Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Travelers Companies (TRV) in Q2 2026: 42 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in TRV as recently as Q4 2022.

Creative Capital Management Investments first reported a position in TRV in Q4 2022 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Creative Capital Management Investments held 42 shares of Travelers Companies worth $13.9K as of Q2 2026.
  • Travelers Companies was a new Creative Capital Management Investments position in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #251 holding.
  • Creative Capital Management Investments first reported a position in Travelers Companies in Q4 2022 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.