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Seamount Financial Group’s Travelers Companies TRV Stock Holding History

Seamount Financial Group’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 		– Sell
-1,969
Closed -$474K – 102
2024
Q4 		$474K Sell
1,969
-185
-9% -$46.2K 0.33% 68
2024
Q3 		$504K Hold
2,154
– – 0.38% 61
2024
Q2 		$438K Hold
2,154
– – 0.36% 63
2024
Q1 		$496K Hold
2,154
– – 0.43% 58
2023
Q4 		$410K Buy
+2,154
New +$373K 0.39% 61

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

Seamount Financial Group's TRV Position: Q1 2025 in Review

Seamount Financial Group sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 1,969 shares — an estimated $474K sold.

Seamount Financial Group first reported a position in TRV in Q4 2023 and held it in 5 quarters. The position peaked at $504K in Q3 2024. 1,632 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

  • Seamount Financial Group reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
  • Seamount Financial Group sold 1,969 Travelers Companies shares in Q1 2025, an estimated $474K.
  • Seamount Financial Group first reported a position in Travelers Companies in Q4 2023 and held it in 5 quarters.
  • Seamount Financial Group's Travelers Companies position peaked at $504K in Q3 2024.
  • 1,632 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Seamount Financial Group's 13F filing for Q1 2025, filed 30 Apr 2025.