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Northwest Financial Advisors’s Travelers Companies TRV Stock Holding History

Northwest Financial 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
-110
Closed -$25.8K – 504
2024
Q3 		$25.8K Buy
+110
New +$24.3K 0.02% 295
2024
Q1 		– Sell
-166
Closed -$31.6K – 488
2023
Q4 		$31.6K Buy
+166
New +$28.7K 0.03% 257

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

Northwest Financial Advisors's TRV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 110 shares — an estimated $25.8K sold.

Northwest Financial Advisors first reported a position in TRV in Q4 2023 and held it in 2 quarters. The position peaked at $31.6K in Q4 2023. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 110 Travelers Companies shares in Q4 2024, an estimated $25.8K.
  • Northwest Financial Advisors first reported a position in Travelers Companies in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Travelers Companies position peaked at $31.6K in Q4 2023.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.