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Dixon Hughes Goodman Wealth Advisors’s Travelers Companies TRV Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$26K Buy
140
+1
+0.7% +$171 0.01% 404
2021
Q4 		$22K Buy
+139
New +$21.7K 0.01% 358

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's TRV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Travelers Companies (TRV) stake by 0.72% in Q1 2022, buying an estimated $171 and bringing the position to 140 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #404.

Dixon Hughes Goodman Wealth Advisors first reported a position in TRV in Q4 2021 and has held it in 2 quarters since. 1,270 funds tracked by Wall St. Rank hold TRV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 140 shares of Travelers Companies worth $26K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1 Travelers Companies share in Q1 2022, an estimated $171.
  • Travelers Companies made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #404 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Travelers Companies in Q4 2021 and has held it in 2 quarters since.
  • 1,270 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.