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Sugarloaf Wealth Management’s Travelers Companies TRV Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-2,622
Closed -$443K – 883
2022
Q2 		$443K Buy
+2,622
New +$456K 0.11% 80

Other funds holding TRV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sugarloaf Wealth Management's TRV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Travelers Companies (TRV) position steady in Q4 2024 at 2,621 shares worth $631K. The position accounts for 0.12% of the portfolio, ranked #79.

Sugarloaf Wealth Management first reported a position in TRV in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.4M in Q4 2019. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

  • Sugarloaf Wealth Management held 2,621 shares of Travelers Companies worth $631K as of Q4 2024.
  • Sugarloaf Wealth Management left its Travelers Companies share count unchanged in Q4 2024.
  • Travelers Companies made up 0.12% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #79 holding.
  • Sugarloaf Wealth Management first reported a position in Travelers Companies in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's Travelers Companies position peaked at $1.4M in Q4 2019.
  • 1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.