HWM
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Howard Wealth Management’s Travelers Companies TRV Stock Holding History

Howard Wealth Management’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
Q1 		– Sell
-255
Closed -$35K – 457
2019
Q4 		$35K Buy
+255
New +$34.7K 0.03% 229

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Howard Wealth Management's TRV Position: Q1 2020 in Review

Howard Wealth Management sold out of Travelers Companies (TRV) in Q1 2020, closing a stake of 255 shares — an estimated $35K sold.

Howard Wealth Management first reported a position in TRV in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 1,038 funds tracked by Wall St. Rank hold TRV as of Q1 2020.

  • Howard Wealth Management reported no remaining Travelers Companies position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 255 Travelers Companies shares in Q1 2020, an estimated $35K.
  • Howard Wealth Management first reported a position in Travelers Companies in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Travelers Companies position peaked at $35K in Q4 2019.
  • 1,038 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.