KJWM
TRV icon

Kiley Juergens Wealth Management’s Travelers Companies TRV Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-1,716
Closed -$222K – 588
2018
Q3 		$222K Buy
1,716
+1,302
+314% +$168K 0.17% 87
2018
Q2 		$50K Buy
+414
New +$54.2K 0.04% 204
2018
Q1 		– Sell
-236
Closed -$32K – 552
2017
Q4 		$32K Buy
+236
New +$31.1K 0.03% 268

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiley Juergens Wealth Management's TRV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Travelers Companies (TRV) in Q4 2018, closing a stake of 1,716 shares — an estimated $222K sold.

Kiley Juergens Wealth Management first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $222K in Q3 2018. 1,110 funds tracked by Wall St. Rank hold TRV as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Travelers Companies position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,716 Travelers Companies shares in Q4 2018, an estimated $222K.
  • Kiley Juergens Wealth Management first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Travelers Companies position peaked at $222K in Q3 2018.
  • 1,110 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.