Cynosure Group’s Travelers Companies TRV Stock Holding History

Cynosure Group’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 Q1	–	Sell	-1,644	Closed	-$477K	–	449
2025 Q4	$477K	Buy	+1,644	New	+$463K	0.05%	217

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cynosure Group's TRV Position: Q1 2026 in Review

Cynosure Group sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 1,644 shares — an estimated $477K sold.

Cynosure Group first reported a position in TRV in Q4 2025 and held it in 1 quarter. The position peaked at $477K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Cynosure Group reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 1,644 Travelers Companies shares in Q1 2026, an estimated $477K.
Cynosure Group first reported a position in Travelers Companies in Q4 2025 and held it in 1 quarter.
Cynosure Group's Travelers Companies position peaked at $477K in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.