SFG
TAP.A

Steward Financial Group’s TRAVELERS PROPERTY CASUALTY CORP CL-A TAP.A Stock Holding History

Steward Financial Group’s Portfolio TAP.A Stock Details TAP.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,579
Closed -$395K – 895
2022
Q3 		$395K Buy
+2,579
New +$395K 0.29% 30

Other funds holding TAP.A

PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Steward Financial Group's TAP.A Position: Q4 2022 in Review

Steward Financial Group sold out of TRAVELERS PROPERTY CASUALTY CORP CL-A (TAP.A) in Q4 2022, closing a stake of 2,579 shares — an estimated $395K sold.

Steward Financial Group first reported a position in TAP.A in Q3 2022 and held it in 1 quarter. The position peaked at $395K in Q3 2022. 4 funds tracked by Wall St. Rank hold TAP.A as of Q4 2022.

  • Steward Financial Group reported no remaining TRAVELERS PROPERTY CASUALTY CORP CL-A position as of Q4 2022 after selling out during the quarter.
  • Steward Financial Group sold 2,579 TRAVELERS PROPERTY CASUALTY CORP CL-A shares in Q4 2022, an estimated $395K.
  • Steward Financial Group first reported a position in TRAVELERS PROPERTY CASUALTY CORP CL-A in Q3 2022 and held it in 1 quarter.
  • Steward Financial Group's TRAVELERS PROPERTY CASUALTY CORP CL-A position peaked at $395K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held TRAVELERS PROPERTY CASUALTY CORP CL-A as of Q4 2022.

Based on Steward Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.