Cowen and Company’s Travelers Companies TRV Stock Holding History

Cowen and 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
2024 Q4	–	Sell	-9,500	Closed	-$86.4K	–	298
2024 Q3	$86.4K	Buy	+9,500	New	+$2.09M	﹤0.01%	298

Other funds holding TRV

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cowen and Company's TRV Position: Q4 2024 in Review

Cowen and Company sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 2,741 shares — an estimated $642K sold.

Cowen and Company first reported a position in TRV in Q4 2021 and held it in 2 quarters. The position peaked at $1.46M in Q4 2021. 1,578 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

Cowen and Company reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
Cowen and Company sold 2,741 Travelers Companies shares in Q4 2024, an estimated $642K.
Cowen and Company first reported a position in Travelers Companies in Q4 2021 and held it in 2 quarters.
Cowen and Company's Travelers Companies position peaked at $1.46M in Q4 2021.
1,578 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Cowen and Company's 13F filing for Q4 2024.