I2I
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Insight 2811 Inc’s Travelers Companies TRV Stock Holding History

Insight 2811 Inc’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
2016
Q4 		– Sell
-6,702
Closed -$768K – 87
2016
Q3 		$768K Hold
6,702
– – 0.48% 45
2016
Q2 		$798K Hold
6,702
– – 0.31% 58
2016
Q1 		$782K Hold
6,702
– – 0.31% 55
2015
Q4 		$756K Hold
6,702
– – 0.36% 50
2015
Q3 		$667K Buy
+6,702
New +$685K 0.39% 55

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Insight 2811 Inc's TRV Position: Q4 2016 in Review

Insight 2811 Inc sold out of Travelers Companies (TRV) in Q4 2016, closing a stake of 6,702 shares — an estimated $768K sold.

Insight 2811 Inc first reported a position in TRV in Q3 2015 and held it in 5 quarters. The position peaked at $798K in Q2 2016. 994 funds tracked by Wall St. Rank hold TRV as of Q4 2016.

  • Insight 2811 Inc reported no remaining Travelers Companies position as of Q4 2016 after selling out during the quarter.
  • Insight 2811 Inc sold 6,702 Travelers Companies shares in Q4 2016, an estimated $768K.
  • Insight 2811 Inc first reported a position in Travelers Companies in Q3 2015 and held it in 5 quarters.
  • Insight 2811 Inc's Travelers Companies position peaked at $798K in Q2 2016.
  • 994 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2016.

Based on Insight 2811 Inc's 13F filing for Q4 2016, filed 7 Feb 2017.