KI
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Kapitalo Investimentos’s Travelers Companies TRV Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-124
Closed -$29.9K – 306
2024
Q4 		$29.9K Buy
+124
New +$31K 0.02% 248
2024
Q2 		– Sell
-1,271
Closed -$293K – 304
2024
Q1 		$293K Buy
1,271
+1,019
+404% +$218K 0.06% 175
2023
Q4 		$48K Buy
252
+49
+24% +$8.48K 0.01% 464
2023
Q3 		$33.2K Sell
203
-814
-80% -$136K ﹤0.01% 502
2023
Q2 		$177K Buy
+1,017
New +$179K 0.03% 265

Other funds holding TRV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapitalo Investimentos's TRV Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 124 shares — an estimated $29.9K sold.

Kapitalo Investimentos first reported a position in TRV in Q2 2023 and held it in 5 quarters. The position peaked at $293K in Q1 2024. 1,632 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 124 Travelers Companies shares in Q1 2025, an estimated $29.9K.
  • Kapitalo Investimentos first reported a position in Travelers Companies in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Travelers Companies position peaked at $293K in Q1 2024.
  • 1,632 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.