Benson Investment Management Company’s Travelers Companies TRV Stock Holding History

Benson Investment Management Company’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	–	67
2022 Q3	$9K	Hold	56	–	–	0.01%	53
2022 Q2	$9K	Hold	56	–	–	0.01%	57
2022 Q1	$10K	Hold	56	–	–	0.01%	56
2021 Q4	$9K	Hold	56	–	–	﹤0.01%	55
2021 Q3	$9K	Hold	56	–	–	﹤0.01%	61
2021 Q2	$8K	Hold	56	–	–	﹤0.01%	60
2021 Q1	$8K	Hold	56	–	–	﹤0.01%	52
2020 Q4	$8K	Hold	56	–	–	﹤0.01%	49
2020 Q3	$6K	Hold	56	–	–	﹤0.01%	49
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	52
2020 Q1	$6K	Hold	56	–	–	﹤0.01%	51
2019 Q4	$8K	Hold	56	–	–	0.01%	55
2019 Q3	$8K	Hold	56	–	–	0.01%	57
2019 Q2	$8K	Hold	56	–	–	0.01%	55
2019 Q1	$8K	Hold	56	–	–	0.01%	59
2018 Q4	$7K	Hold	56	–	–	0.01%	60
2018 Q3	$7K	Hold	56	–	–	0.01%	62
2018 Q2	$7K	Hold	56	–	–	0.01%	66
2018 Q1	$8K	Buy	+56	New	+$7.82K	0.01%	73
2017 Q4	–	Sell	-56	Closed	-$7K	–	90
2017 Q3	$7K	Hold	56	–	–	0.01%	79
2017 Q2	$7K	Hold	56	–	–	0.01%	82
2017 Q1	$7K	Hold	56	–	–	0.01%	81
2016 Q4	$7K	Buy	+56	New	+$6.39K	0.01%	83

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Benson Investment Management Company's TRV Position: Q4 2022 in Review

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

Benson Investment Management Company first reported a position in TRV in Q4 2016 and held it in 23 quarters. The position peaked at $10K in Q1 2022. 1,296 funds tracked by Wall St. Rank hold TRV as of Q4 2022.

Benson Investment Management Company reported no remaining Travelers Companies position as of Q4 2022 after selling out during the quarter.
Benson Investment Management Company sold 56 Travelers Companies shares in Q4 2022, an estimated $9K.
Benson Investment Management Company first reported a position in Travelers Companies in Q4 2016 and held it in 23 quarters.
Benson Investment Management Company's Travelers Companies position peaked at $10K in Q1 2022.
1,296 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2022.

Based on Benson Investment Management Company's 13F filing for Q4 2022, filed 19 Jan 2023.