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Hoover Financial Advisors’s Travelers Companies TRV Stock Holding History

Hoover Financial 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
2021
Q2 		– Sell
-8
Closed -$1K – 688
2021
Q1 		$1K Buy
+8
New +$1.18K ﹤0.01% 581

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Hoover Financial Advisors's TRV Position: Q2 2021 in Review

Hoover Financial Advisors sold out of Travelers Companies (TRV) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Hoover Financial Advisors first reported a position in TRV in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,127 funds tracked by Wall St. Rank hold TRV as of Q2 2021.

  • Hoover Financial Advisors reported no remaining Travelers Companies position as of Q2 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 8 Travelers Companies shares in Q2 2021, an estimated $1K.
  • Hoover Financial Advisors first reported a position in Travelers Companies in Q1 2021 and held it in 1 quarter.
  • Hoover Financial Advisors's Travelers Companies position peaked at $1K in Q1 2021.
  • 1,127 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.