CV Advisors
TRV icon

CV Advisors’s Travelers Companies TRV Stock Holding History

CV Advisors’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
Q3 		$1.46M Hold
4,100
– – 0.25% 39
2026
Q2 		$1.35M Buy
+4,100
New +$1.24M 0.25% 49

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CV Advisors's TRV Position: Q3 2026 in Review

CV Advisors held its Travelers Companies (TRV) position steady in Q3 2026 at 4,100 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #39.

CV Advisors first reported a position in TRV in Q2 2026 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • CV Advisors held 4,100 shares of Travelers Companies worth $1.46M as of Q3 2026.
  • CV Advisors left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.25% of CV Advisors's portfolio in Q3 2026, its #39 holding.
  • CV Advisors first reported a position in Travelers Companies in Q2 2026 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.