Interactive Financial Advisors’s Travelers Companies TRV Stock Holding History

Interactive 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
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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interactive Financial Advisors's TRV Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Travelers Companies (TRV) in Q1 2023, closing a stake of 158 shares — an estimated $29.6K sold.

Interactive Financial Advisors first reported a position in TRV in Q1 2019 and held it in 16 quarters. The position peaked at $29.6K in Q4 2022. 1,262 funds tracked by Wall St. Rank hold TRV as of Q1 2023.

Interactive Financial Advisors reported no remaining Travelers Companies position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 158 Travelers Companies shares in Q1 2023, an estimated $29.6K.
Interactive Financial Advisors first reported a position in Travelers Companies in Q1 2019 and held it in 16 quarters.
Interactive Financial Advisors's Travelers Companies position peaked at $29.6K in Q4 2022.
1,262 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.