KIG
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Kowal Investment Group’s Travelers Companies TRV Stock Holding History

Kowal Investment Group’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
Q3 		$232K Buy
992
+3
+0.3% +$661 0.04% 179
2024
Q2 		$201K Buy
989
+4
+0.4% +$860 0.04% 177
2024
Q1 		$227K Buy
+985
New +$210K 0.05% 165
2021
Q4 		– Sell
-614
Closed -$93K – 865
2021
Q3 		$93K Buy
+614
New +$95K 0.03% 161

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's TRV Position: Q3 2024 in Review

Kowal Investment Group increased its Travelers Companies (TRV) stake by 0.3% in Q3 2024, buying an estimated $661 and bringing the position to 992 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #179.

Kowal Investment Group first reported a position in TRV in Q3 2021 and has held it in 4 quarters since. 1,461 funds tracked by Wall St. Rank hold TRV as of Q3 2024.

  • Kowal Investment Group held 992 shares of Travelers Companies worth $232K as of Q3 2024.
  • Kowal Investment Group bought 3 Travelers Companies shares in Q3 2024, an estimated $661.
  • Travelers Companies made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #179 holding.
  • Kowal Investment Group first reported a position in Travelers Companies in Q3 2021 and has held it in 4 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.