Oracle Alpha’s Travelers Companies TRV Stock Holding History

Oracle Alpha’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	$330K	Buy	+1,433	New	+$306K	0.59%	65

Other funds holding TRV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oracle Alpha's TRV Position: Q1 2024 in Review

Oracle Alpha opened a new position in Travelers Companies (TRV) in Q1 2024: 1,433 shares worth $330K. The stake represents 0.59% of the portfolio and ranks #65 among its holdings.

1,444 funds tracked by Wall St. Rank hold TRV as of Q1 2024.

Oracle Alpha held 1,433 shares of Travelers Companies worth $330K as of Q1 2024.
Travelers Companies was a new Oracle Alpha position in Q1 2024.
Travelers Companies made up 0.59% of Oracle Alpha's portfolio in Q1 2024, its #65 holding.
1,444 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.