FGC
TRV icon

Financial Gravity Companies’s Travelers Companies TRV Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$6K Buy
+45
New +$5.63K 0.01% 682
2018
Q1 		$6K Buy
49
+17
+53% +$2.38K 0.01% 696
2017
Q4 		$5K Buy
+32
New +$4.22K 0.01% 731

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Companies's TRV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Travelers Companies (TRV) in Q4 2018: 45 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TRV as recently as Q1 2018.

Financial Gravity Companies first reported a position in TRV in Q4 2017 and has held it in 3 quarters since. 1,110 funds tracked by Wall St. Rank hold TRV as of Q4 2018.

  • Financial Gravity Companies held 45 shares of Travelers Companies worth $6K as of Q4 2018.
  • Travelers Companies was a new Financial Gravity Companies position in Q4 2018.
  • Travelers Companies made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #682 holding.
  • Financial Gravity Companies first reported a position in Travelers Companies in Q4 2017 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.