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Clear Point Advisors’s Travelers Companies TRV Stock Holding History

Clear Point Advisors’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 		– Sell
-11
Closed -$2.55K – 493
2024
Q3 		$2.55K Hold
11
– – ﹤0.01% 431
2024
Q2 		$2.21K Hold
11
– – ﹤0.01% 435
2024
Q1 		$2.48K Hold
11
– – ﹤0.01% 423
2023
Q4 		$2.04K Buy
+11
New +$1.91K ﹤0.01% 422

Other funds holding TRV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $298B AUM 21.96% 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

Clear Point Advisors's TRV Position: Q4 2024 in Review

Clear Point Advisors sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 11 shares — an estimated $2.55K sold.

Clear Point Advisors first reported a position in TRV in Q4 2023 and held it in 4 quarters. The position peaked at $2.55K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Clear Point Advisors reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 11 Travelers Companies shares in Q4 2024, an estimated $2.55K.
  • Clear Point Advisors first reported a position in Travelers Companies in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Travelers Companies position peaked at $2.55K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.