Liberty Wealth Management’s Travelers Companies TRV Stock Holding History

Liberty 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
2021 Q4	–	Sell	-48	Closed	-$8K	–	1019
2021 Q3	$8K	Buy	48 +24	+100%	+$3.71K	﹤0.01%	876
2021 Q2	$4K	Sell	24 -3	-11%	-$465	﹤0.01%	844
2021 Q1	$3K	Hold	27	–	–	﹤0.01%	786
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	782
2020 Q3	$3K	Buy	27 +1	+4%	+$115	﹤0.01%	726
2020 Q2	$3K	Hold	26	–	–	﹤0.01%	710
2020 Q1	$3K	Sell	26 -48	-65%	-$5.97K	﹤0.01%	698
2019 Q4	$10K	Buy	74 +60	+429%	+$8.17K	0.01%	545
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	756
2019 Q2	$2K	Buy	14 +6	+75%	+$865	﹤0.01%	779
2019 Q1	$1K	Sell	8 -110	-93%	-$14.1K	﹤0.01%	696
2018 Q4	$14K	Buy	+118	New	+$14.8K	0.01%	381

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's TRV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Travelers Companies (TRV) in Q4 2021, closing a stake of 48 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in TRV in Q4 2018 and held it in 12 quarters. The position peaked at $14K in Q4 2018. 1,222 funds tracked by Wall St. Rank hold TRV as of Q4 2021.

Liberty Wealth Management reported no remaining Travelers Companies position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 48 Travelers Companies shares in Q4 2021, an estimated $8K.
Liberty Wealth Management first reported a position in Travelers Companies in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Travelers Companies position peaked at $14K in Q4 2018.
1,222 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.