BRWM
TRV icon

B. Riley Wealth Management’s Travelers Companies TRV Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-235
Closed -$22K – 698
2015
Q2 		$22K Buy
235
+62
+36% +$6.35K 0.02% 586
2015
Q1 		$18K Buy
173
+155
+861% +$16.6K 0.01% 639
2014
Q4 		$1K Hold
18
– – ﹤0.01% 986
2014
Q3 		$1K Hold
18
– – ﹤0.01% 1041
2014
Q2 		$1K Hold
18
– – ﹤0.01% 1084
2014
Q1 		$2K Buy
+18
New +$1.51K ﹤0.01% 1014

Other funds holding TRV

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return