EWM
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EPG Wealth Management’s Travelers Companies TRV Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-703
Closed -$70K – 706
2020
Q1 		$70K Buy
+703
New +$87.4K 0.05% 230

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EPG Wealth Management's TRV Position: Q2 2020 in Review

EPG Wealth Management sold out of Travelers Companies (TRV) in Q2 2020, closing a stake of 703 shares — an estimated $70K sold.

EPG Wealth Management first reported a position in TRV in Q1 2020 and held it in 1 quarter. The position peaked at $70K in Q1 2020. 1,032 funds tracked by Wall St. Rank hold TRV as of Q2 2020.

  • EPG Wealth Management reported no remaining Travelers Companies position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 703 Travelers Companies shares in Q2 2020, an estimated $70K.
  • EPG Wealth Management first reported a position in Travelers Companies in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Travelers Companies position peaked at $70K in Q1 2020.
  • 1,032 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.