Greenwood Gearhart’s Travelers Companies TRV Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-701	Closed	-$134K	–	262
2023 Q4	$134K	Buy	+701	New	+$121K	0.01%	117

Other funds holding TRV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Greenwood Gearhart's TRV Position: Q1 2024 in Review

Greenwood Gearhart sold out of Travelers Companies (TRV) in Q1 2024, closing a stake of 701 shares — an estimated $134K sold.

Greenwood Gearhart first reported a position in TRV in Q4 2023 and held it in 1 quarter. The position peaked at $134K in Q4 2023. 1,444 funds tracked by Wall St. Rank hold TRV as of Q1 2024.

Greenwood Gearhart reported no remaining Travelers Companies position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 701 Travelers Companies shares in Q1 2024, an estimated $134K.
Greenwood Gearhart first reported a position in Travelers Companies in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's Travelers Companies position peaked at $134K in Q4 2023.
1,444 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.