Creative Financial Designs’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.1K | Sell |
237
-51
| -18% | -$14.9K | ﹤0.01% | 790 |
|
|
2025
Q4 | $83.5K | Buy |
288
+204
| +243% | +$57.4K | 0.01% | 702 |
|
|
2025
Q3 | $23.5K | Hold |
84
| – | – | ﹤0.01% | 1100 |
|
|
2025
Q2 | $22.5K | Sell |
84
-11
| -12% | -$2.9K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $25.1K | Buy |
95
+28
| +42% | +$6.98K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $16.1K | Sell |
67
-102
| -60% | -$25.5K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $39.5K | Buy |
169
+1
| +0.6% | +$220 | ﹤0.01% | 849 |
|
|
2024
Q2 | $34.2K | Hold |
168
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $38.6K | Buy |
168
+21
| +14% | +$4.49K | ﹤0.01% | 793 |
|
|
2023
Q4 | $28K | Sell |
147
-150
| -51% | -$26K | ﹤0.01% | 830 |
|
|
2023
Q3 | $48.4K | Sell |
297
-534
| -64% | -$89.2K | 0.01% | 644 |
|
|
2023
Q2 | $144K | Sell |
831
-114
| -12% | -$20.1K | 0.02% | 405 |
|
|
2023
Q1 | $162K | Buy |
945
+2
| +0.2% | +$364 | 0.02% | 370 |
|
|
2022
Q4 | $177K | Sell |
943
-178
| -16% | -$32K | 0.03% | 331 |
|
|
2022
Q3 | $172K | Buy |
1,121
+3
| +0.3% | +$488 | 0.03% | 321 |
|
|
2022
Q2 | $189K | Buy |
1,118
+1,102
| +6,888% | +$192K | 0.03% | 302 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q4 | $3K | Sell |
16
-13
| -45% | -$2.03K | ﹤0.01% | 1102 |
|
|
2021
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 1216 |
|
|
2021
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 1239 |
|
|
2021
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3.06K | ﹤0.01% | 987 |
|
|
2019
Q4 | – | Sell |
-34
| Closed | -$4.63K | – | 633 |
|
|
2019
Q3 | $5K | Buy |
34
+9
| +36% | +$1.34K | ﹤0.01% | 480 |
|
|
2019
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 485 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 485 |
|
|
2018
Q4 | $3K | Sell |
25
-16
| -39% | -$2K | ﹤0.01% | 494 |
|
|
2018
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 539 |
|
|
2018
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 560 |
|
|
2018
Q1 | $6K | Hold |
41
| – | – | ﹤0.01% | 488 |
|
|
2017
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 483 |
|
|
2017
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 517 |
|
|
2017
Q2 | $5K | Buy |
41
+25
| +156% | +$3.08K | ﹤0.01% | 529 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 619 |
|
|
2016
Q4 | $2K | Buy |
+16
| New | +$1.83K | ﹤0.01% | 612 |
|
Other funds holding TRV
VCM
VPM
Creative Financial Designs's TRV Position: Q1 2026 in Review
Creative Financial Designs reduced its Travelers Companies (TRV) stake by 18% in Q1 2026, selling an estimated $14.9K and leaving 237 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #790.
Creative Financial Designs first reported a position in TRV in Q4 2016 and has held it in 36 quarters since. The position peaked at $189K in Q2 2022. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.
- Creative Financial Designs held 237 shares of Travelers Companies worth $69.1K as of Q1 2026.
- Creative Financial Designs sold 51 Travelers Companies shares in Q1 2026, an estimated $14.9K.
- Travelers Companies made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #790 holding.
- Creative Financial Designs first reported a position in Travelers Companies in Q4 2016 and has held it in 36 quarters since.
- Creative Financial Designs's Travelers Companies position peaked at $189K in Q2 2022.
- 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.