Back to TRV
Creative Planning TRV Position History
The Travelers Companies, Inc. • Financial Services
Quarters held
10
Latest value
$58.4M
Q3 2026
Peak value
$58.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $29.3M |
| Q4 2025 | $33M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $40M |
| Q2 2026 | $1.5M |
| Q2 2026 | $49M |
| Q3 2026 | $1.6M |
| Q3 2026 | $58.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $58.4M | 163.8K | — | — |
| Q3 2026 | $1.6M | 4.4K | — | — |
| Q2 2026 | $49M | 148.3K | — | — |
| Q2 2026 | $1.5M | 4.5K | — | — |
| Q1 2026 | $40M | 137.0K | — | — |
| Q1 2026 | $1.3M | 4.4K | — | — |
| Q4 2025 | $1.3M | 4.5K | — | — |
| Q4 2025 | $33M | 113.8K | — | — |
| Q3 2025 | $29.3M | 104.9K | — | — |
| Q3 2025 | $1.2M | 4.3K | — | — |
Other funds holding TRV
$5.2B
$5.2B
$4.7B
$1.7B
$1.6B
$914.4M