Madison Investment Advisors’s Travelers Companies TRV Stock Holding History

Madison Investment 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	$725K	Buy	+3,010	New	+$751K	0.01%	294

Other funds holding TRV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Madison Investment Advisors's TRV Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Travelers Companies (TRV) in Q4 2024: 3,010 shares worth $725K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

1,582 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

Madison Investment Advisors held 3,010 shares of Travelers Companies worth $725K as of Q4 2024.
Travelers Companies was a new Madison Investment Advisors position in Q4 2024.
Travelers Companies made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #294 holding.
1,582 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.