Creative Planning
TRV icon

Creative Planning’s Travelers Companies TRV Stock Holding History

Creative 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
2019
Q3 		– Sell
-2,000
Closed -$3K – 2110
2019
Q2 		$3K Hold
2,000
– – ﹤0.01% 1972
2019
Q1 		$6K Hold
2,000
– – ﹤0.01% 1907
2018
Q4 		$22K Hold
2,000
– – ﹤0.01% 1782
2018
Q3 		$14K Buy
+2,000
New +$258K ﹤0.01% 1972

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

Creative Planning's TRV Position: Q1 2026 in Review

Creative Planning increased its Travelers Companies (TRV) stake by 20% in Q1 2026, buying an estimated $6.8M and bringing the position to 141,423 shares worth $41.3M. The position accounts for 0.03% of the portfolio, ranked #251.

Creative Planning first reported a position in TRV in Q2 2013 and has held it in 52 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Creative Planning held 141,423 shares of Travelers Companies worth $41.3M as of Q1 2026.
  • Creative Planning bought 23,205 Travelers Companies shares in Q1 2026, an estimated $6.8M.
  • Travelers Companies made up 0.03% of Creative Planning's portfolio in Q1 2026, its #251 holding.
  • Creative Planning first reported a position in Travelers Companies in Q2 2013 and has held it in 52 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.