Houlihan Financial Resource Group’s Travelers Companies TRV Stock Holding History

Houlihan Financial Resource 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
2020 Q3	$27K	Buy	+200	New	+$22.9K	0.02%	220

Other funds holding TRV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Houlihan Financial Resource Group's TRV Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Travelers Companies (TRV) in Q3 2020: 200 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings.

1,019 funds tracked by Wall St. Rank hold TRV as of Q3 2020.

Houlihan Financial Resource Group held 200 shares of Travelers Companies worth $27K as of Q3 2020.
Travelers Companies was a new Houlihan Financial Resource Group position in Q3 2020.
Travelers Companies made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #220 holding.
1,019 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.