Clearview Wealth Advisors’s Travelers Companies TRV Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-454	Closed	-$78.8K	–	590
2023 Q2	$78.8K	Buy	454 +3	+0.7%	+$529	0.08%	162
2023 Q1	$77.3K	Buy	451 +3	+0.7%	+$546	0.08%	163
2022 Q4	$84.1K	Buy	448 +2	+0.4%	+$360	0.07%	131
2022 Q3	$68K	Buy	446 +3	+0.7%	+$488	0.05%	146
2022 Q2	$75K	Buy	443 +2	+0.5%	+$348	0.06%	148
2022 Q1	$81K	Buy	441 +2	+0.5%	+$343	0.05%	160
2021 Q4	$69K	Buy	439 +2	+0.5%	+$313	0.04%	204
2021 Q3	$66K	Buy	437 +3	+0.7%	+$464	0.04%	210
2021 Q2	$65K	Buy	434 +3	+0.7%	+$465	0.04%	217
2021 Q1	$65K	Buy	431 +2	+0.5%	+$294	0.04%	205
2020 Q4	$60K	Buy	+429	New	+$55.1K	0.04%	181

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's TRV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Travelers Companies (TRV) in Q3 2023, closing a stake of 454 shares — an estimated $78.8K sold.

Clearview Wealth Advisors first reported a position in TRV in Q4 2020 and held it in 11 quarters. The position peaked at $84.1K in Q4 2022. 1,254 funds tracked by Wall St. Rank hold TRV as of Q3 2023.

Clearview Wealth Advisors reported no remaining Travelers Companies position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 454 Travelers Companies shares in Q3 2023, an estimated $78.8K.
Clearview Wealth Advisors first reported a position in Travelers Companies in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Travelers Companies position peaked at $84.1K in Q4 2022.
1,254 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.