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SkyView Investment Advisors’s Travelers Companies TRV Stock Holding History

SkyView 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
2023
Q4 		– Sell
-30
Closed -$5K – 465
2023
Q3 		$5K Buy
30
+3
+11% +$501 ﹤0.01% 394
2023
Q2 		$5K Buy
27
+13
+93% +$2.29K ﹤0.01% 506
2023
Q1 		$2K Buy
+14
New +$2.55K ﹤0.01% 568

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

SkyView Investment Advisors's TRV Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Travelers Companies (TRV) in Q4 2023, closing a stake of 30 shares — an estimated $5K sold.

SkyView Investment Advisors first reported a position in TRV in Q1 2023 and held it in 3 quarters. The position peaked at $5K in Q3 2023. 1,325 funds tracked by Wall St. Rank hold TRV as of Q4 2023.

  • SkyView Investment Advisors reported no remaining Travelers Companies position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 30 Travelers Companies shares in Q4 2023, an estimated $5K.
  • SkyView Investment Advisors first reported a position in Travelers Companies in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's Travelers Companies position peaked at $5K in Q3 2023.
  • 1,325 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.