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Crestmont Private Wealth’s Travelers Companies TRV Stock Holding History

Crestmont Private Wealth’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
-878
Closed -$206K – 118
2024
Q3 		$206K Buy
+878
New +$194K 0.09% 108

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

Crestmont Private Wealth's TRV Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 878 shares — an estimated $206K sold.

Crestmont Private Wealth first reported a position in TRV in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Crestmont Private Wealth reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 878 Travelers Companies shares in Q4 2024, an estimated $206K.
  • Crestmont Private Wealth first reported a position in Travelers Companies in Q3 2024 and held it in 1 quarter.
  • Crestmont Private Wealth's Travelers Companies position peaked at $206K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.