Kula Investments’s Travelers Companies TRV Stock Holding History

Kula Investments’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 Q1	$1.17M	Buy	+6,807	New	+$1.24M	0.29%	87

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's TRV Position: Q1 2023 in Review

Kula Investments opened a new position in Travelers Companies (TRV) in Q1 2023: 6,807 shares worth $1.17M. The stake represents 0.29% of the portfolio and ranks #87 among its holdings.

1,258 funds tracked by Wall St. Rank hold TRV as of Q1 2023.

Kula Investments held 6,807 shares of Travelers Companies worth $1.17M as of Q1 2023.
Travelers Companies was a new Kula Investments position in Q1 2023.
Travelers Companies made up 0.29% of Kula Investments's portfolio in Q1 2023, its #87 holding.
1,258 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.