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Jaffetilchin Investment Partners’s Travelers Companies TRV Stock Holding History

Jaffetilchin Investment Partners’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
-226
Closed -$52.9K – 1225
2024
Q3 		$52.9K Buy
+226
New +$49.8K ﹤0.01% 573
2019
Q4 		– Sell
-2,577
Closed -$383K – 250
2019
Q3 		$383K Buy
2,577
+96
+4% +$14.3K 0.09% 146
2019
Q2 		$371K Buy
+2,481
New +$358K 0.09% 169

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 $298B AUM 21.96% 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

Jaffetilchin Investment Partners's TRV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 226 shares — an estimated $52.9K sold.

Jaffetilchin Investment Partners first reported a position in TRV in Q2 2019 and held it in 3 quarters. The position peaked at $383K in Q3 2019. 1,578 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 226 Travelers Companies shares in Q4 2024, an estimated $52.9K.
  • Jaffetilchin Investment Partners first reported a position in Travelers Companies in Q2 2019 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Travelers Companies position peaked at $383K in Q3 2019.
  • 1,578 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.