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Ground Swell Capital’s Travelers Companies TRV Stock Holding History

Ground Swell Capital’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
-908
Closed -$213K – 258
2024
Q3 		$213K Buy
+908
New +$200K 0.19% 93
2014
Q3 		$64K Buy
679
+185
+37% +$17.3K 0.12% 164
2014
Q2 		$46K Buy
+494
New +$45.1K 0.09% 167

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

Ground Swell Capital's TRV Position: Q4 2024 in Review

Ground Swell Capital sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 908 shares — an estimated $213K sold.

Ground Swell Capital first reported a position in TRV in Q2 2014 and held it in 3 quarters. The position peaked at $213K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Ground Swell Capital reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 908 Travelers Companies shares in Q4 2024, an estimated $213K.
  • Ground Swell Capital first reported a position in Travelers Companies in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Travelers Companies position peaked at $213K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.