CFO
TRV icon

CVA Family Office’s Travelers Companies TRV Stock Holding History

CVA Family Office’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 		$255K Buy
773
+12
+2% +$3.64K 0.02% 297
2026
Q1 		$222K Buy
761
+321
+73% +$94K 0.02% 309
2025
Q4 		$128K Sell
440
-54
-11% -$15.2K 0.01% 371
2025
Q3 		$138K Sell
494
-2
-0.4% -$536 0.02% 363
2025
Q2 		$133K Buy
496
+15
+3% +$3.95K 0.02% 359
2025
Q1 		$127K Buy
481
+39
+9% +$9.72K 0.02% 355
2024
Q4 		$106K Buy
442
+29
+7% +$7.24K 0.02% 377
2024
Q3 		$96.7K Buy
413
+4
+1% +$882 0.02% 378
2024
Q2 		$83.2K Buy
409
+14
+4% +$3.01K 0.02% 388
2024
Q1 		$90.9K Buy
395
+2
+0.5% +$427 0.02% 378
2023
Q4 		$74.9K Buy
+393
New +$68K 0.01% 385
2023
Q3 		– Sell
-475
Closed -$82.5K – 882
2023
Q2 		$82.5K Buy
475
+103
+28% +$18.2K 0.02% 342
2023
Q1 		$63.8K Buy
+372
New +$67.6K 0.01% 390
2022
Q4 		– Sell
-367
Closed -$56K – 1007
2022
Q3 		$56K Buy
367
+5
+1% +$813 0.02% 341
2022
Q2 		$61K Buy
362
+86
+31% +$14.9K 0.02% 325
2022
Q1 		$50K Hold
276
– – 0.01% 401
2021
Q4 		$43K Buy
276
+187
+210% +$29.2K 0.01% 382
2021
Q3 		$10K Sell
89
-262
-75% -$40.6K 0.01% 299
2021
Q2 		$53K Buy
351
+90
+34% +$14K 0.02% 358
2021
Q1 		$39K Buy
261
+172
+193% +$25.3K 0.01% 302
2020
Q4 		$12K Hold
89
– – 0.01% 290
2020
Q3 		$10K Hold
89
– – 0.01% 299
2020
Q2 		$10K Hold
89
– – 0.01% 261
2020
Q1 		$9K Buy
+89
New +$11.1K 0.01% 245

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CVA Family Office's TRV Position: Q2 2026 in Review

CVA Family Office increased its Travelers Companies (TRV) stake by 1.6% in Q2 2026, buying an estimated $3.64K and bringing the position to 773 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #297.

CVA Family Office first reported a position in TRV in Q1 2020 and has held it in 24 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • CVA Family Office held 773 shares of Travelers Companies worth $255K as of Q2 2026.
  • CVA Family Office bought 12 Travelers Companies shares in Q2 2026, an estimated $3.64K.
  • Travelers Companies made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #297 holding.
  • CVA Family Office first reported a position in Travelers Companies in Q1 2020 and has held it in 24 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.