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Ally Financial’s Travelers Companies TRV Stock Holding History

Ally Financial’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
2023
Q4 		– Sell
-6,200
Closed -$1.01M – 111
2023
Q3 		$1.01M Buy
+6,200
New +$1.04M 0.15% 91
2015
Q4 		– Sell
-15,000
Closed -$1.49M – 140
2015
Q3 		$1.49M Hold
15,000
– – 0.15% 119
2015
Q2 		$1.45M Buy
+15,000
New +$1.54M 0.15% 121
2013
Q4 		– Sell
-65,000
Closed -$5.51M – 134
2013
Q3 		$5.51M Hold
65,000
– – 0.6% 58
2013
Q2 		$5.2M Buy
+65,000
New +$5.46M 0.51% 72

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ally Financial's TRV Position: Q4 2023 in Review

Ally Financial sold out of Travelers Companies (TRV) in Q4 2023, closing a stake of 6,200 shares — an estimated $1.01M sold.

Ally Financial first reported a position in TRV in Q2 2013 and held it in 5 quarters. The position peaked at $5.51M in Q3 2013. 1,325 funds tracked by Wall St. Rank hold TRV as of Q4 2023.

  • Ally Financial reported no remaining Travelers Companies position as of Q4 2023 after selling out during the quarter.
  • Ally Financial sold 6,200 Travelers Companies shares in Q4 2023, an estimated $1.01M.
  • Ally Financial first reported a position in Travelers Companies in Q2 2013 and held it in 5 quarters.
  • Ally Financial's Travelers Companies position peaked at $5.51M in Q3 2013.
  • 1,325 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2023.

Based on Ally Financial's 13F filing for Q4 2023, filed 13 Feb 2024.