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Moran Wealth Management’s Travelers Companies TRV Stock Holding History

Moran Wealth 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
Q1 		– Sell
-14,016
Closed -$2.67M – 449
2023
Q4 		$2.67M Sell
14,016
-1,598
-10% -$277K 0.1% 230
2023
Q3 		$2.55M Sell
15,614
-1,457
-9% -$243K 0.1% 200
2023
Q2 		$2.96M Sell
17,071
-1,211
-7% -$214K 0.11% 194
2023
Q1 		$3.13M Buy
+18,282
New +$3.32M 0.12% 188

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Moran Wealth Management's TRV Position: Q1 2024 in Review

Moran Wealth Management sold out of Travelers Companies (TRV) in Q1 2024, closing a stake of 14,016 shares — an estimated $2.67M sold.

Moran Wealth Management first reported a position in TRV in Q1 2023 and held it in 4 quarters. The position peaked at $3.13M in Q1 2023. 1,443 funds tracked by Wall St. Rank hold TRV as of Q1 2024.

  • Moran Wealth Management reported no remaining Travelers Companies position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 14,016 Travelers Companies shares in Q1 2024, an estimated $2.67M.
  • Moran Wealth Management first reported a position in Travelers Companies in Q1 2023 and held it in 4 quarters.
  • Moran Wealth Management's Travelers Companies position peaked at $3.13M in Q1 2023.
  • 1,443 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.