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Schechter Investment Advisors’s Travelers Companies TRV Stock Holding History

Schechter 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
2025
Q1 		$539K Buy
2,038
+121
+6% +$30.1K 0.04% 347
2024
Q4 		$462K Sell
1,917
-484
-20% -$121K 0.04% 402
2024
Q3 		$562K Buy
2,401
+175
+8% +$38.6K 0.04% 374
2024
Q2 		$453K Sell
2,226
-204
-8% -$43.9K 0.03% 395
2024
Q1 		$559K Buy
2,430
+324
+15% +$69.2K 0.04% 354
2023
Q4 		$401K Sell
2,106
-89
-4% -$15.4K 0.03% 393
2023
Q3 		$358K Sell
2,195
-4
-0.2% -$668 0.03% 412
2023
Q2 		$382K Buy
2,199
+38
+2% +$6.7K 0.03% 436
2023
Q1 		$370K Buy
2,161
+132
+7% +$24K 0.03% 479
2022
Q4 		$380K Buy
2,029
+123
+6% +$22.1K 0.03% 570
2022
Q3 		$292K Sell
1,906
-1,042
-35% -$169K 0.03% 713
2022
Q2 		$499K Buy
2,948
+1,034
+54% +$180K 0.05% 530
2022
Q1 		$350K Buy
1,914
+161
+9% +$27.6K 0.03% 642
2021
Q4 		$274K Buy
+1,753
New +$274K 0.02% 700

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's TRV Position: Q1 2025 in Review

Schechter Investment Advisors increased its Travelers Companies (TRV) stake by 6.3% in Q1 2025, buying an estimated $30.1K and bringing the position to 2,038 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #347.

Schechter Investment Advisors first reported a position in TRV in Q4 2021 and has held it in 14 quarters since. The position peaked at $562K in Q3 2024. 1,632 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

  • Schechter Investment Advisors held 2,038 shares of Travelers Companies worth $539K as of Q1 2025.
  • Schechter Investment Advisors bought 121 Travelers Companies shares in Q1 2025, an estimated $30.1K.
  • Travelers Companies made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #347 holding.
  • Schechter Investment Advisors first reported a position in Travelers Companies in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Travelers Companies position peaked at $562K in Q3 2024.
  • 1,632 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.