Greystone Financial Group, LLC / TRV
Greystone Financial Group, LLC’s Travelers Companies Inc Position
Does Greystone Financial Group, LLC own Travelers Companies Inc (TRV)? Not currently — the last reported position was 32.6K shares worth $8M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$8M
Q1 2024
Shares
32.6K
% of Portfolio
+1.50%
Quarters Held
13
position exited
Position History TRV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 32.6K | $8M | +1.50% |
| Q4 2023 | 38.1K | $7M | +1.68% |
| Q3 2023 | 39.0K | $6M | +1.59% |
| Q2 2023 | 41.9K | $7M | +1.69% |
| Q1 2023 | 41.4K | $7M | +1.79% |
| Q4 2022 | 45.0K | $8M | +2.48% |
| Q3 2022 | 45.5K | $7M | +2.36% |
| Q2 2022 | 46.3K | $8M | +2.44% |
| Q1 2022 | 46.1K | $8M | +2.13% |
| Q4 2021 | 47.8K | $7M | +1.79% |
| Q3 2021 | 35.9K | $5M | +1.62% |
| Q2 2021 | 44.6K | $7M | +1.66% |
| Q1 2021 | 44.2K | $7M | +1.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of TRV.