Standard Family Office’s Travelers Companies TRV Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-250	Closed	-$38K	–	411
2022 Q3	$38K	Buy	+250	New	+$40.6K	0.02%	159
2021 Q3	–	Sell	-1,199	Closed	-$180K	–	485
2021 Q2	$180K	Hold	1,199	–	–	0.04%	163
2021 Q1	$180K	Hold	1,199	–	–	0.04%	135
2020 Q4	$168K	Buy	+1,199	New	+$154K	0.04%	136

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Standard Family Office's TRV Position: Q4 2022 in Review

Standard Family Office sold out of Travelers Companies (TRV) in Q4 2022, closing a stake of 250 shares — an estimated $38K sold.

Standard Family Office first reported a position in TRV in Q4 2020 and held it in 4 quarters. The position peaked at $180K in Q2 2021. 1,295 funds tracked by Wall St. Rank hold TRV as of Q4 2022.

Standard Family Office reported no remaining Travelers Companies position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 250 Travelers Companies shares in Q4 2022, an estimated $38K.
Standard Family Office first reported a position in Travelers Companies in Q4 2020 and held it in 4 quarters.
Standard Family Office's Travelers Companies position peaked at $180K in Q2 2021.
1,295 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.