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Eubel Brady & Suttman Asset Management’s Travelers Companies TRV Stock Holding History

Eubel Brady & Suttman Asset 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 		– Sell
-1,615
Closed -$378K – 95
2024
Q3 		$378K Buy
+1,615
New +$356K 0.05% 72

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BlackRock
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State Street
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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

Eubel Brady & Suttman Asset Management's TRV Position: Q4 2024 in Review

Eubel Brady & Suttman Asset Management sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 1,615 shares — an estimated $378K sold.

Eubel Brady & Suttman Asset Management first reported a position in TRV in Q3 2024 and held it in 1 quarter. The position peaked at $378K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Eubel Brady & Suttman Asset Management reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 1,615 Travelers Companies shares in Q4 2024, an estimated $378K.
  • Eubel Brady & Suttman Asset Management first reported a position in Travelers Companies in Q3 2024 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's Travelers Companies position peaked at $378K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.