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Cyndeo Wealth Partners’s Travelers Companies TRV Stock Holding History

Cyndeo Wealth Partners’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 		$4.1M Sell
12,423
-801
-6% -$243K 0.19% 123
2026
Q1 		$3.86M Buy
13,224
+12,509
+1,750% +$3.66M 0.2% 121
2025
Q4 		$207K Buy
+715
New +$201K 0.01% 463

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyndeo Wealth Partners's TRV Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Travelers Companies (TRV) stake by 6.1% in Q2 2026, selling an estimated $243K and leaving 12,423 shares worth $4.1M. The position accounts for 0.19% of the portfolio, ranked #123.

Cyndeo Wealth Partners first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cyndeo Wealth Partners held 12,423 shares of Travelers Companies worth $4.1M as of Q2 2026.
  • Cyndeo Wealth Partners sold 801 Travelers Companies shares in Q2 2026, an estimated $243K.
  • Travelers Companies made up 0.19% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • Cyndeo Wealth Partners first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.