HGERS
TRV icon

Householder Group Estate & Retirement Specialist’s Travelers Companies TRV Stock Holding History

Householder Group Estate & Retirement Specialist’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
-45
Closed -$10K – 1167
2024
Q3 		$10K Hold
45
– – ﹤0.01% 821
2024
Q2 		$9K Buy
45
+44
+4,400% +$9.46K ﹤0.01% 841
2024
Q1 		$230 Hold
1
– – ﹤0.01% 1209
2023
Q4 		$0 Hold
1
– – ﹤0.01% 1326
2023
Q3 		$163 Buy
+1
New +$167 ﹤0.01% 1249
2023
Q1 		$0 Hold
1
– – ﹤0.01% 1305
2022
Q4 		$0 Hold
1
– – ﹤0.01% 1066
2022
Q3 		$0 Buy
+1
New +$163 ﹤0.01% 1195

Other funds holding TRV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $315B AUM 27.84% 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

Householder Group Estate & Retirement Specialist's TRV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 45 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in TRV in Q3 2022 and held it in 8 quarters. The position peaked at $10K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 45 Travelers Companies shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Travelers Companies in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Travelers Companies position peaked at $10K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.