Harel Insurance Investments & Financial Services’s Travelers Companies TRV Stock Holding History

Harel Insurance Investments & Financial Services’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
2021 Q1	–	Sell	-110	Closed	-$16K	–	870
2020 Q4	$16K	Buy	+110	New	+$14.1K	﹤0.01%	677
2020 Q2	–	Sell	-110	Closed	-$11K	–	585
2020 Q1	$11K	Hold	110	–	–	﹤0.01%	390
2019 Q4	$15K	Hold	110	–	–	﹤0.01%	424
2019 Q3	$16K	Hold	110	–	–	﹤0.01%	407
2019 Q2	$16K	Hold	110	–	–	﹤0.01%	395
2019 Q1	$15K	Hold	110	–	–	﹤0.01%	381
2018 Q4	$13K	Hold	110	–	–	﹤0.01%	401
2018 Q3	$14K	Hold	110	–	–	﹤0.01%	440
2018 Q2	$13K	Hold	110	–	–	﹤0.01%	420
2018 Q1	$15K	Hold	110	–	–	﹤0.01%	402
2017 Q4	$15K	Buy	+110	New	+$14.5K	﹤0.01%	413

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's TRV Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of Travelers Companies (TRV) in Q1 2021, closing a stake of 110 shares — an estimated $16K sold.

Harel Insurance Investments & Financial Services first reported a position in TRV in Q4 2017 and held it in 11 quarters. The position peaked at $16K in Q4 2020. 1,166 funds tracked by Wall St. Rank hold TRV as of Q1 2021.

Harel Insurance Investments & Financial Services reported no remaining Travelers Companies position as of Q1 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 110 Travelers Companies shares in Q1 2021, an estimated $16K.
Harel Insurance Investments & Financial Services first reported a position in Travelers Companies in Q4 2017 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Travelers Companies position peaked at $16K in Q4 2020.
1,166 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.