LWP
TRV icon

Laurel Wealth Planning’s Travelers Companies TRV Stock Holding History

Laurel Wealth Planning’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
-42
Closed -$7.88K – 189
2022
Q4 		$7.88K Hold
42
– – 0.01% 167
2022
Q3 		$6K Sell
42
-26
-38% -$4.23K ﹤0.01% 177
2022
Q2 		$12K Hold
68
– – 0.01% 156
2022
Q1 		$12K Hold
68
– – 0.01% 186
2021
Q4 		$11K Hold
68
– – 0.01% 140
2021
Q3 		$10K Buy
68
+26
+62% +$4.03K 0.01% 145
2021
Q2 		$6K Hold
42
– – 0.01% 108
2021
Q1 		$6K Hold
42
– – 0.01% 101
2020
Q4 		$6K Buy
+42
New +$5.39K 0.01% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return