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IFA
Interactive Financial Advisors’s
Travelers Companies
TRV
Stock Holding History
Interactive Financial Advisors’s Portfolio
TRV Stock Details
TRV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-158
Closed
-$29.6K
–
150
2022
Q4
$29.6K
Hold
158
–
–
0.02%
135
2022
Q3
$24K
Hold
158
–
–
0.01%
138
2022
Q2
$27K
Hold
158
–
–
0.01%
122
2022
Q1
$29K
Hold
158
–
–
0.01%
136
2021
Q4
$25K
Hold
158
–
–
0.01%
140
2021
Q3
$24K
Hold
158
–
–
0.01%
142
2021
Q2
$24K
Hold
158
–
–
0.01%
144
2021
Q1
$24K
Hold
158
–
–
0.01%
138
2020
Q4
$22K
Hold
158
–
–
0.01%
133
2020
Q3
$17K
Hold
158
–
–
0.01%
128
2020
Q2
$18K
Hold
158
–
–
0.01%
120
2020
Q1
$16K
Hold
158
–
–
0.01%
87
2019
Q4
$22K
Hold
158
–
–
0.01%
125
2019
Q3
$23K
Sell
158
-39
-20%
-$5.8K
0.01%
109
2019
Q2
$29K
Hold
197
–
–
0.01%
115
2019
Q1
$27K
Buy
+197
New
+$25.2K
0.01%
102
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$115B AUM
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1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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