BFM
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Boston Financial Management’s Travelers Companies TRV Stock Holding History

Boston Financial 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
2024
Q4 		$1.16M Buy
4,800
+6
+0.1% +$1.5K 0.03% 186
2024
Q3 		$1.12M Hold
4,794
– – 0.03% 183
2024
Q2 		$975K Sell
4,794
-15
-0.3% -$3.22K 0.03% 194
2024
Q1 		$1.11M Sell
4,809
-350
-7% -$74.8K 0.04% 190
2023
Q4 		$983K Buy
5,159
+1,282
+33% +$222K 0.03% 192
2023
Q3 		$633K Buy
3,877
+58
+2% +$9.69K 0.02% 210
2023
Q2 		$663K Buy
+3,819
New +$674K 0.02% 215

Other funds holding TRV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Boston Financial Management's TRV Position: Q4 2024 in Review

Boston Financial Management increased its Travelers Companies (TRV) stake by 0.13% in Q4 2024, buying an estimated $1.5K and bringing the position to 4,800 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #186.

Boston Financial Management first reported a position in TRV in Q2 2023 and has held it in 7 quarters since. 1,578 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Boston Financial Management held 4,800 shares of Travelers Companies worth $1.16M as of Q4 2024.
  • Boston Financial Management bought 6 Travelers Companies shares in Q4 2024, an estimated $1.5K.
  • Travelers Companies made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #186 holding.
  • Boston Financial Management first reported a position in Travelers Companies in Q2 2023 and has held it in 7 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.