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CCA
Column Capital Advisors’s
Travelers Companies
TRV
Stock Holding History
Column Capital Advisors’s Portfolio
TRV Stock Details
TRV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
$490
Sell
3
-9
-75%
-$1.5K
﹤0.01%
757
2023
Q2
$2.08K
Hold
12
–
–
﹤0.01%
708
2023
Q1
$2.06K
Sell
12
-6
-33%
-$1.09K
﹤0.01%
718
2022
Q4
$3.38K
Buy
18
+6
+50%
+$1.08K
﹤0.01%
657
2022
Q3
$2K
Hold
12
–
–
﹤0.01%
647
2022
Q2
$2K
Hold
12
–
–
﹤0.01%
650
2022
Q1
$2K
Sell
12
-36
-75%
-$6.17K
﹤0.01%
664
2021
Q4
$8K
Buy
48
+7
+17%
+$1.09K
﹤0.01%
536
2021
Q3
$6K
Sell
41
-4
-9%
-$619
﹤0.01%
538
2021
Q2
$7K
Sell
45
-3
-6%
-$465
﹤0.01%
517
2021
Q1
$7K
Sell
48
-28
-37%
-$4.12K
﹤0.01%
510
2020
Q4
$11K
Hold
76
–
–
﹤0.01%
457
2020
Q3
$8K
Sell
76
-13
-15%
-$1.49K
﹤0.01%
479
2020
Q2
$10K
Hold
89
–
–
﹤0.01%
483
2020
Q1
$9K
Sell
89
-278
-76%
-$34.6K
﹤0.01%
413
2019
Q4
$50K
Buy
+367
New
+$50K
0.03%
241
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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