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Benedetti & Gucer’s Travelers Companies TRV Stock Holding History

Benedetti & Gucer’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
-2,053
Closed -$335K – 148
2023
Q3 		$335K Hold
2,053
– – 0.18% 93
2023
Q2 		$357K Buy
+2,053
New +$362K 0.18% 98

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

Benedetti & Gucer's TRV Position: Q4 2023 in Review

Benedetti & Gucer sold out of Travelers Companies (TRV) in Q4 2023, closing a stake of 2,053 shares — an estimated $335K sold.

Benedetti & Gucer first reported a position in TRV in Q2 2023 and held it in 2 quarters. The position peaked at $357K in Q2 2023. 1,325 funds tracked by Wall St. Rank hold TRV as of Q4 2023.

  • Benedetti & Gucer reported no remaining Travelers Companies position as of Q4 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 2,053 Travelers Companies shares in Q4 2023, an estimated $335K.
  • Benedetti & Gucer first reported a position in Travelers Companies in Q2 2023 and held it in 2 quarters.
  • Benedetti & Gucer's Travelers Companies position peaked at $357K in Q2 2023.
  • 1,325 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2023.

Based on Benedetti & Gucer's 13F filing for Q4 2023, filed 12 Feb 2024.