KB Financial Partners’s Travelers Companies TRV Stock Holding History

KB Financial 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
2023 Q3	$2K	Hold	12	–	–	﹤0.01%	547
2023 Q2	$2K	Hold	12	–	–	﹤0.01%	571
2023 Q1	$2K	Hold	12	–	–	﹤0.01%	556
2022 Q4	$2K	Hold	12	–	–	﹤0.01%	553
2022 Q3	$2K	Buy	+12	New	+$1.95K	﹤0.01%	536
2022 Q2	–	Sell	-12	Closed	-$2K	–	620
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	583
2021 Q4	$2K	Buy	+12	New	+$1.88K	﹤0.01%	615
2021 Q3	–	Sell	-12	Closed	-$2K	–	531
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	591
2021 Q1	$2K	Buy	+12	New	+$1.76K	﹤0.01%	598

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KB Financial Partners's TRV Position: Q3 2023 in Review

KB Financial Partners held its Travelers Companies (TRV) position steady in Q3 2023 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

KB Financial Partners first reported a position in TRV in Q1 2021 and has held it in 9 quarters since. 1,254 funds tracked by Wall St. Rank hold TRV as of Q3 2023.

KB Financial Partners held 12 shares of Travelers Companies worth $2K as of Q3 2023.
KB Financial Partners left its Travelers Companies share count unchanged in Q3 2023.
Travelers Companies made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #547 holding.
KB Financial Partners first reported a position in Travelers Companies in Q1 2021 and has held it in 9 quarters since.
1,254 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.