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Sender Company & Partners’s Travelers Companies TRV Stock Holding History

Sender Company & Partners’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
2023
Q2 		– Sell
-1,708
Closed -$293K – 43
2023
Q1 		$293K Buy
+1,708
New +$311K 0.31% 34

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sender Company & Partners's TRV Position: Q2 2023 in Review

Sender Company & Partners sold out of Travelers Companies (TRV) in Q2 2023, closing a stake of 1,708 shares — an estimated $293K sold.

Sender Company & Partners first reported a position in TRV in Q1 2023 and held it in 1 quarter. The position peaked at $293K in Q1 2023. 1,281 funds tracked by Wall St. Rank hold TRV as of Q2 2023.

  • Sender Company & Partners reported no remaining Travelers Companies position as of Q2 2023 after selling out during the quarter.
  • Sender Company & Partners sold 1,708 Travelers Companies shares in Q2 2023, an estimated $293K.
  • Sender Company & Partners first reported a position in Travelers Companies in Q1 2023 and held it in 1 quarter.
  • Sender Company & Partners's Travelers Companies position peaked at $293K in Q1 2023.
  • 1,281 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2023.

Based on Sender Company & Partners's 13F filing for Q2 2023, filed 14 Aug 2023.