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Echo45 Advisors’s Travelers Companies TRV Stock Holding History

Echo45 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
Q2 		– Sell
-1,132
Closed -$207K – 74
2022
Q1 		$207K Sell
1,132
-154
-12% -$26.4K 0.16% 72
2021
Q4 		$201K Buy
+1,286
New +$201K 0.16% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Echo45 Advisors's TRV Position: Q2 2022 in Review

Echo45 Advisors sold out of Travelers Companies (TRV) in Q2 2022, closing a stake of 1,132 shares — an estimated $207K sold.

Echo45 Advisors first reported a position in TRV in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold TRV as of Q2 2022.

  • Echo45 Advisors reported no remaining Travelers Companies position as of Q2 2022 after selling out during the quarter.
  • Echo45 Advisors sold 1,132 Travelers Companies shares in Q2 2022, an estimated $207K.
  • Echo45 Advisors first reported a position in Travelers Companies in Q4 2021 and held it in 2 quarters.
  • Echo45 Advisors's Travelers Companies position peaked at $207K in Q1 2022.
  • 1,215 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2022.

Based on Echo45 Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.