6M
TRV icon

6 Meridian’s Travelers Companies TRV Stock Holding History

6 Meridian’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
2018
Q3 		– Sell
-3,233
Closed -$396K – 513
2018
Q2 		$396K Sell
3,233
-79
-2% -$10.3K 0.04% 358
2018
Q1 		$460K Sell
3,312
-131
-4% -$18.3K 0.05% 298
2017
Q4 		$467K Buy
+3,443
New +$454K 0.05% 270

Other funds holding TRV

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

6 Meridian's TRV Position: Q3 2018 in Review

6 Meridian sold out of Travelers Companies (TRV) in Q3 2018, closing a stake of 3,233 shares — an estimated $396K sold.

6 Meridian first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $467K in Q4 2017. 1,073 funds tracked by Wall St. Rank hold TRV as of Q3 2018.

  • 6 Meridian reported no remaining Travelers Companies position as of Q3 2018 after selling out during the quarter.
  • 6 Meridian sold 3,233 Travelers Companies shares in Q3 2018, an estimated $396K.
  • 6 Meridian first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
  • 6 Meridian's Travelers Companies position peaked at $467K in Q4 2017.
  • 1,073 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2018.

Based on 6 Meridian's 13F filing for Q3 2018, filed 14 Nov 2018.