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Ford Financial Group’s Travelers Companies TRV Stock Holding History

Ford Financial Group’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 		– Sell
-180
Closed -$28K – 473
2021
Q4 		$28K Buy
+180
New +$28.1K 0.01% 265
2021
Q3 		– Sell
-180
Closed -$26K – 510
2021
Q2 		$26K Buy
+180
New +$27.9K 0.01% 264
2018
Q1 		– Sell
-85
Closed -$11K – 342
2017
Q4 		$11K Buy
+85
New +$11.2K 0.01% 209

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ford Financial Group's TRV Position: Q1 2022 in Review

Ford Financial Group sold out of Travelers Companies (TRV) in Q1 2022, closing a stake of 180 shares — an estimated $28K sold.

Ford Financial Group first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold TRV as of Q1 2022.

  • Ford Financial Group reported no remaining Travelers Companies position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 180 Travelers Companies shares in Q1 2022, an estimated $28K.
  • Ford Financial Group first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
  • Ford Financial Group's Travelers Companies position peaked at $28K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.