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Haber Trilix Advisors’s Travelers Companies TRV Stock Holding History

Haber Trilix 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
2013
Q2 		$32K Buy
+400
New +$33.6K ﹤0.01% 281

Other funds holding TRV

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Haber Trilix Advisors's TRV Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Travelers Companies (TRV) in Q2 2013: 400 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #281 among its holdings.

781 funds tracked by Wall St. Rank hold TRV as of Q2 2013.

  • Haber Trilix Advisors held 400 shares of Travelers Companies worth $32K as of Q2 2013.
  • Travelers Companies was a new Haber Trilix Advisors position in Q2 2013.
  • Travelers Companies made up ﹤0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #281 holding.
  • 781 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.