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GYL Financial Synergies’s Travelers Companies TRV Stock Holding History

GYL Financial Synergies’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 		$204K Buy
+873
New +$192K 0.02% 357

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's TRV Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in Travelers Companies (TRV) in Q3 2024: 873 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings.

1,465 funds tracked by Wall St. Rank hold TRV as of Q3 2024.

  • GYL Financial Synergies held 873 shares of Travelers Companies worth $204K as of Q3 2024.
  • Travelers Companies was a new GYL Financial Synergies position in Q3 2024.
  • Travelers Companies made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #357 holding.
  • 1,465 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.