Clear Perspectives Financial Planning’s Travelers Companies TRV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$12K	Hold	70	–	–	0.01%	136
2022 Q4	$13.1K	Hold	70	–	–	0.01%	142
2022 Q3	$11K	Hold	70	–	–	0.01%	142
2022 Q2	$12K	Hold	70	–	–	﹤0.01%	149
2022 Q1	$13K	Hold	70	–	–	﹤0.01%	155
2021 Q4	$11K	Hold	70	–	–	﹤0.01%	171
2021 Q3	$11K	Hold	70	–	–	0.01%	158
2021 Q2	$10K	Hold	70	–	–	﹤0.01%	167
2021 Q1	$11K	Hold	70	–	–	0.01%	148
2020 Q4	$10K	Buy	+70	New	+$8.99K	0.01%	145

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspectives Financial Planning's TRV Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Travelers Companies (TRV) position steady in Q1 2023 at 70 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #136.

Clear Perspectives Financial Planning first reported a position in TRV in Q4 2020 and has held it in 10 quarters since. The position peaked at $13.1K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold TRV as of Q1 2023.

Clear Perspectives Financial Planning held 70 shares of Travelers Companies worth $12K as of Q1 2023.
Clear Perspectives Financial Planning left its Travelers Companies share count unchanged in Q1 2023.
Travelers Companies made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #136 holding.
Clear Perspectives Financial Planning first reported a position in Travelers Companies in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Travelers Companies position peaked at $13.1K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.