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 $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

Creative Planning's TRV Position: Q2 2026 in Review

Creative Planning increased its Travelers Companies (TRV) stake by 8% in Q2 2026, buying an estimated $3.44M and bringing the position to 152,783 shares worth $50.4M. The position accounts for 0.03% of the portfolio, ranked #245.

Creative Planning first reported a position in TRV in Q2 2013 and has held it in 53 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Creative Planning held 152,783 shares of Travelers Companies worth $50.4M as of Q2 2026.
  • Creative Planning bought 11,360 Travelers Companies shares in Q2 2026, an estimated $3.44M.
  • Travelers Companies made up 0.03% of Creative Planning's portfolio in Q2 2026, its #245 holding.
  • Creative Planning first reported a position in Travelers Companies in Q2 2013 and has held it in 53 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.