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Legacy Advisors’s Travelers Companies TRV Stock Holding History

Legacy Advisors’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
Q4 		– Sell
-993
Closed -$232K – 429
2024
Q3 		$232K Buy
+993
New +$219K 0.03% 337
2019
Q3 		– Sell
-75
Closed -$11K – 303
2019
Q2 		$11K Hold
75
– – 0.01% 298
2019
Q1 		$10K Buy
+75
New +$9.6K ﹤0.01% 333
2018
Q4 		– Sell
-147
Closed -$19K – 372
2018
Q3 		$19K Buy
147
+72
+96% +$9.29K 0.01% 304
2018
Q2 		$9K Hold
75
– – 0.01% 317
2018
Q1 		$10K Buy
+75
New +$10.5K 0.01% 271
2017
Q4 		– Sell
-38
Closed -$4K – 427
2017
Q3 		$4K Buy
+38
New +$4.75K ﹤0.01% 307

Other funds holding TRV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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

Legacy Advisors's TRV Position: Q4 2024 in Review

Legacy Advisors sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 993 shares — an estimated $232K sold.

Legacy Advisors first reported a position in TRV in Q3 2017 and held it in 7 quarters. The position peaked at $232K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Legacy Advisors reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Legacy Advisors sold 993 Travelers Companies shares in Q4 2024, an estimated $232K.
  • Legacy Advisors first reported a position in Travelers Companies in Q3 2017 and held it in 7 quarters.
  • Legacy Advisors's Travelers Companies position peaked at $232K in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Legacy Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.