Hoey Investments’s Travelers Companies TRV Stock Holding History

Hoey Investments’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	-2	Closed	-$407	–	435
2024 Q3	$407	Hold	2	–	–	﹤0.01%	361
2024 Q2	$407	Buy	+2	New	+$430	﹤0.01%	361

Other funds holding TRV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Hoey Investments's TRV Position: Q4 2024 in Review

Hoey Investments sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 2 shares — an estimated $407 sold.

Hoey Investments first reported a position in TRV in Q2 2024 and held it in 2 quarters. The position peaked at $407 in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

Hoey Investments reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
Hoey Investments sold 2 Travelers Companies shares in Q4 2024, an estimated $407.
Hoey Investments first reported a position in Travelers Companies in Q2 2024 and held it in 2 quarters.
Hoey Investments's Travelers Companies position peaked at $407 in Q3 2024.
1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.