Castle Financial & Retirement Planning Associates’s Travelers Companies TRV Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$6K	Buy	+35	New	+$5.47K	0.02%	133

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's TRV Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Travelers Companies (TRV) in Q4 2021: 35 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings.

1,222 funds tracked by Wall St. Rank hold TRV as of Q4 2021.

Castle Financial & Retirement Planning Associates held 35 shares of Travelers Companies worth $6K as of Q4 2021.
Travelers Companies was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Travelers Companies made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #133 holding.
1,222 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.