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Macroview Investment Management’s Travelers Companies TRV Stock Holding History

Macroview Investment Management’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
Q2 		– Sell
-13
Closed -$3.08K – 687
2024
Q1 		$3.08K Hold
13
– – ﹤0.01% 475
2023
Q4 		$2.54K Sell
13
-15
-54% -$2.6K ﹤0.01% 484
2023
Q3 		$4.61K Buy
+28
New +$4.68K 0.01% 447
2015
Q1 		– Sell
-11
Closed -$1K – 233
2014
Q4 		$1K Sell
11
-4
-27% -$404 ﹤0.01% 181
2014
Q3 		$1K Buy
15
+11
+275% +$1.03K ﹤0.01% 188
2014
Q2 		$0 Hold
4
– – ﹤0.01% 259
2014
Q1 		$0 Hold
4
– – ﹤0.01% 299
2013
Q4 		$0 Hold
4
– – ﹤0.01% 225
2013
Q3 		$0 Hold
4
– – ﹤0.01% 266
2013
Q2 		$0 Buy
+4
New +$336 ﹤0.01% 201

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macroview Investment Management's TRV Position: Q2 2024 in Review

Macroview Investment Management sold out of Travelers Companies (TRV) in Q2 2024, closing a stake of 13 shares — an estimated $3.08K sold.

Macroview Investment Management first reported a position in TRV in Q2 2013 and held it in 10 quarters. The position peaked at $4.61K in Q3 2023. 1,402 funds tracked by Wall St. Rank hold TRV as of Q2 2024.

  • Macroview Investment Management reported no remaining Travelers Companies position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 13 Travelers Companies shares in Q2 2024, an estimated $3.08K.
  • Macroview Investment Management first reported a position in Travelers Companies in Q2 2013 and held it in 10 quarters.
  • Macroview Investment Management's Travelers Companies position peaked at $4.61K in Q3 2023.
  • 1,402 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.