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Gitterman Wealth Management’s Travelers Companies TRV Stock Holding History

Gitterman Wealth 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
Q3 		– Sell
-1,288
Closed -$262K – 147
2024
Q2 		$262K Buy
+1,288
New +$277K 0.1% 74

Other funds holding TRV

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gitterman Wealth Management's TRV Position: Q3 2024 in Review

Gitterman Wealth Management sold out of Travelers Companies (TRV) in Q3 2024, closing a stake of 1,288 shares — an estimated $262K sold.

Gitterman Wealth Management first reported a position in TRV in Q2 2024 and held it in 1 quarter. The position peaked at $262K in Q2 2024. 1,461 funds tracked by Wall St. Rank hold TRV as of Q3 2024.

  • Gitterman Wealth Management reported no remaining Travelers Companies position as of Q3 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,288 Travelers Companies shares in Q3 2024, an estimated $262K.
  • Gitterman Wealth Management first reported a position in Travelers Companies in Q2 2024 and held it in 1 quarter.
  • Gitterman Wealth Management's Travelers Companies position peaked at $262K in Q2 2024.
  • 1,461 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2024.

Based on Gitterman Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.