Buckley Wealth Management’s Travelers Companies TRV Stock Holding History

Buckley 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
2020 Q1	–	Sell	-2,422	Closed	-$332K	–	134
2019 Q4	$332K	Hold	2,422	–	–	0.15%	107
2019 Q3	$360K	Sell	2,422 -350	-13%	-$52K	0.18%	98
2019 Q2	$414K	Sell	2,772 -220	-7%	-$31.7K	0.19%	99
2019 Q1	$410K	Hold	2,992	–	–	0.19%	98
2018 Q4	$358K	Sell	2,992 -60	-2%	-$7.51K	0.18%	103
2018 Q3	$396K	Hold	3,052	–	–	0.17%	111
2018 Q2	$373K	Sell	3,052 -673	-18%	-$88.2K	0.18%	109
2018 Q1	$517K	Buy	3,725 +1,860	+100%	+$260K	0.26%	93
2017 Q4	$253K	Buy	+1,865	New	+$246K	0.13%	144

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Buckley Wealth Management's TRV Position: Q1 2020 in Review

Buckley Wealth Management sold out of Travelers Companies (TRV) in Q1 2020, closing a stake of 2,422 shares — an estimated $332K sold.

Buckley Wealth Management first reported a position in TRV in Q4 2017 and held it in 9 quarters. The position peaked at $517K in Q1 2018. 1,038 funds tracked by Wall St. Rank hold TRV as of Q1 2020.

Buckley Wealth Management reported no remaining Travelers Companies position as of Q1 2020 after selling out during the quarter.
Buckley Wealth Management sold 2,422 Travelers Companies shares in Q1 2020, an estimated $332K.
Buckley Wealth Management first reported a position in Travelers Companies in Q4 2017 and held it in 9 quarters.
Buckley Wealth Management's Travelers Companies position peaked at $517K in Q1 2018.
1,038 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.