Gyroscope Capital Management Group’s Travelers Companies TRV Stock Holding History

Gyroscope Capital Management Group’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
2023 Q3	$1.16M	Buy	7,101 +3,915	+123%	+$654K	0.27%	85
2023 Q2	$553K	Buy	3,186 +241	+8%	+$42.5K	0.13%	108
2023 Q1	$505K	Buy	2,945 +107	+4%	+$19.5K	0.13%	117
2022 Q4	$532K	Buy	+2,838	New	+$511K	0.16%	91

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Gyroscope Capital Management Group's TRV Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Travelers Companies (TRV) stake by 123% in Q3 2023, buying an estimated $654K and bringing the position to 7,101 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #85.

Gyroscope Capital Management Group first reported a position in TRV in Q4 2022 and has held it in 4 quarters since. 1,254 funds tracked by Wall St. Rank hold TRV as of Q3 2023.

Gyroscope Capital Management Group held 7,101 shares of Travelers Companies worth $1.16M as of Q3 2023.
Gyroscope Capital Management Group bought 3,915 Travelers Companies shares in Q3 2023, an estimated $654K.
Travelers Companies made up 0.27% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #85 holding.
Gyroscope Capital Management Group first reported a position in Travelers Companies in Q4 2022 and has held it in 4 quarters since.
1,254 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.