Winch Advisory Services’s Travelers Companies TRV Stock Holding History

Winch Advisory Services’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
2025 Q1	–	Sell	-24	Closed	-$5.78K	–	546
2024 Q4	$5.78K	Buy	+24	New	+$5.99K	﹤0.01%	348
2017 Q3	–	Sell	-60	Closed	-$8K	–	317
2017 Q2	$8K	Buy	60 +1	+2%	+$123	0.01%	201
2017 Q1	$7K	Hold	59	–	–	﹤0.01%	191
2016 Q4	$7K	Hold	59	–	–	﹤0.01%	170
2016 Q3	$7K	Buy	59 +1	+2%	+$117	0.01%	179
2016 Q2	$7K	Hold	58	–	–	0.01%	172
2016 Q1	$7K	Hold	58	–	–	0.01%	141
2015 Q4	$6K	Buy	58 +1	+2%	+$111	0.01%	162
2015 Q3	$6K	Hold	57	–	–	0.01%	150
2015 Q2	$5K	Sell	57 -4,810	-99%	-$493K	﹤0.01%	210
2015 Q1	$526K	Buy	+4,867	New	+$520K	0.31%	49
2014 Q4	–	Sell	-56	Closed	-$5K	–	167
2014 Q3	$5K	Sell	56 -5,400	-99%	-$504K	﹤0.01%	173
2014 Q2	$513K	Buy	5,456 +5,400	+9,643%	+$493K	0.3%	68
2014 Q1	$5K	Buy	+56	New	+$4.71K	﹤0.01%	216

Other funds holding TRV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winch Advisory Services's TRV Position: Q1 2025 in Review

Winch Advisory Services sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 24 shares — an estimated $5.78K sold.

Winch Advisory Services first reported a position in TRV in Q1 2014 and held it in 14 quarters. The position peaked at $526K in Q1 2015. 1,639 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

Winch Advisory Services reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 24 Travelers Companies shares in Q1 2025, an estimated $5.78K.
Winch Advisory Services first reported a position in Travelers Companies in Q1 2014 and held it in 14 quarters.
Winch Advisory Services's Travelers Companies position peaked at $526K in Q1 2015.
1,639 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.