BOS
TRV icon

Bingham Osborn & Scarborough’s Travelers Companies TRV Stock Holding History

Bingham Osborn & Scarborough’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
2020
Q1 		– Sell
-1,605
Closed -$220K – 168
2019
Q4 		$220K Buy
+1,605
New +$218K 0.02% 153

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bingham Osborn & Scarborough's TRV Position: Q1 2020 in Review

Bingham Osborn & Scarborough sold out of Travelers Companies (TRV) in Q1 2020, closing a stake of 1,605 shares — an estimated $220K sold.

Bingham Osborn & Scarborough first reported a position in TRV in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 1,038 funds tracked by Wall St. Rank hold TRV as of Q1 2020.

  • Bingham Osborn & Scarborough reported no remaining Travelers Companies position as of Q1 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,605 Travelers Companies shares in Q1 2020, an estimated $220K.
  • Bingham Osborn & Scarborough first reported a position in Travelers Companies in Q4 2019 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's Travelers Companies position peaked at $220K in Q4 2019.
  • 1,038 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2020, filed 5 May 2020.