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Stancorp Investment Advisers’s Travelers Companies TRV Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$851K Buy
7,870
+1,017
+15% +$109K 0.4% 73
2014
Q4 		$725K Buy
+6,853
New +$692K 0.33% 89

Other funds holding TRV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stancorp Investment Advisers's TRV Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Travelers Companies (TRV) stake by 15% in Q1 2015, buying an estimated $109K and bringing the position to 7,870 shares worth $851K. The position accounts for 0.4% of the portfolio, ranked #73.

Stancorp Investment Advisers first reported a position in TRV in Q4 2014 and has held it in 2 quarters since. 943 funds tracked by Wall St. Rank hold TRV as of Q1 2015.

  • Stancorp Investment Advisers held 7,870 shares of Travelers Companies worth $851K as of Q1 2015.
  • Stancorp Investment Advisers bought 1,017 Travelers Companies shares in Q1 2015, an estimated $109K.
  • Travelers Companies made up 0.4% of Stancorp Investment Advisers's portfolio in Q1 2015, its #73 holding.
  • Stancorp Investment Advisers first reported a position in Travelers Companies in Q4 2014 and has held it in 2 quarters since.
  • 943 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.