Kaizen Advisory’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$88K Buy
737
+50
+7% +$6.26K 0.06% 241
2018
Q3
$89K Hold
687
0.05% 249
2018
Q2
$84K Buy
687
+418
+155% +$54.8K 0.04% 251
2018
Q1
$37K Hold
269
0.04% 237
2017
Q4
$36K Buy
+269
New +$35.5K 0.02% 229

Other funds holding TRV

Kaizen Advisory's TRV Position: Q4 2018 in Review

Kaizen Advisory increased its Travelers Companies (TRV) stake by 7.3% in Q4 2018, buying an estimated $6.26K and bringing the position to 737 shares worth $88K. The position accounts for 0.06% of the portfolio, ranked #241.

Kaizen Advisory first reported a position in TRV in Q4 2017 and has held it in 5 quarters since. The position peaked at $89K in Q3 2018. 1,110 funds tracked by Wall St. Rank hold TRV as of Q4 2018.

  • Kaizen Advisory held 737 shares of Travelers Companies worth $88K as of Q4 2018.
  • Kaizen Advisory bought 50 Travelers Companies shares in Q4 2018, an estimated $6.26K.
  • Travelers Companies made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #241 holding.
  • Kaizen Advisory first reported a position in Travelers Companies in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Travelers Companies position peaked at $89K in Q3 2018.
  • 1,110 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.