Brian C. Broderick’s Travelers Companies TRV Stock Holding History

Brian C. Broderick’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
2019 Q4	–	Sell	-1,350	Closed	-$201K	–	86
2019 Q3	$201K	Hold	1,350	–	–	0.07%	84
2019 Q2	$202K	Buy	+1,350	New	+$195K	0.07%	83
2018 Q2	–	Sell	-1,478	Closed	-$205K	–	88
2018 Q1	$205K	Hold	1,478	–	–	0.08%	87
2017 Q4	$200K	Buy	+1,478	New	+$195K	0.07%	89

Other funds holding TRV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brian C. Broderick's TRV Position: Q4 2019 in Review

Brian C. Broderick sold out of Travelers Companies (TRV) in Q4 2019, closing a stake of 1,350 shares — an estimated $201K sold.

Brian C. Broderick first reported a position in TRV in Q4 2017 and held it in 4 quarters. The position peaked at $205K in Q1 2018. 1,165 funds tracked by Wall St. Rank hold TRV as of Q4 2019.

Brian C. Broderick reported no remaining Travelers Companies position as of Q4 2019 after selling out during the quarter.
Brian C. Broderick sold 1,350 Travelers Companies shares in Q4 2019, an estimated $201K.
Brian C. Broderick first reported a position in Travelers Companies in Q4 2017 and held it in 4 quarters.
Brian C. Broderick's Travelers Companies position peaked at $205K in Q1 2018.
1,165 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2019.

Based on Brian C. Broderick's 13F filing for Q4 2019, filed 15 Jan 2020.