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Axiom Investment Management’s Travelers Companies TRV Stock Holding History

Axiom Investment Management’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
2022
Q4 		– Sell
-56
Closed -$9K – 407
2022
Q3 		$9K Buy
+56
New +$9.1K 0.02% 263
2019
Q3 		– Sell
-1,895
Closed -$282K – 394
2019
Q2 		$282K Sell
1,895
-34
-2% -$4.9K 0.05% 299
2019
Q1 		$265K Sell
1,929
-1,525
-44% -$195K 0.05% 304
2018
Q4 		$414K Buy
+3,454
New +$432K 0.09% 214

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Axiom Investment Management's TRV Position: Q4 2022 in Review

Axiom Investment Management sold out of Travelers Companies (TRV) in Q4 2022, closing a stake of 56 shares — an estimated $9K sold.

Axiom Investment Management first reported a position in TRV in Q4 2018 and held it in 4 quarters. The position peaked at $414K in Q4 2018. 1,295 funds tracked by Wall St. Rank hold TRV as of Q4 2022.

  • Axiom Investment Management reported no remaining Travelers Companies position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 56 Travelers Companies shares in Q4 2022, an estimated $9K.
  • Axiom Investment Management first reported a position in Travelers Companies in Q4 2018 and held it in 4 quarters.
  • Axiom Investment Management's Travelers Companies position peaked at $414K in Q4 2018.
  • 1,295 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.