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McCarley & Cook Financial Planners’s Travelers Companies TRV Stock Holding History

McCarley & Cook Financial Planners’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 		$4.99K Hold
14
– – ﹤0.01% 203
2026
Q2 		$4.62K Hold
14
– – ﹤0.01% 194
2026
Q1 		$4.08K Hold
14
– – ﹤0.01% 205
2025
Q4 		$4.06K Buy
+14
New +$3.94K ﹤0.01% 193

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

McCarley & Cook Financial Planners's TRV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Travelers Companies (TRV) position steady in Q3 2026 at 14 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

McCarley & Cook Financial Planners first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 592 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • McCarley & Cook Financial Planners held 14 shares of Travelers Companies worth $4.99K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #203 holding.
  • McCarley & Cook Financial Planners first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 592 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.