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Mariner Independent Advisor Network’s Travelers Companies TRV Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-2,050
Closed -$247K – 327
2017
Q1 		$247K Buy
+2,050
New +$246K 0.03% 225

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mariner Independent Advisor Network's TRV Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Travelers Companies (TRV) in Q2 2017, closing a stake of 2,050 shares — an estimated $247K sold.

Mariner Independent Advisor Network first reported a position in TRV in Q1 2017 and held it in 1 quarter. The position peaked at $247K in Q1 2017. 1,020 funds tracked by Wall St. Rank hold TRV as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Travelers Companies position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 2,050 Travelers Companies shares in Q2 2017, an estimated $247K.
  • Mariner Independent Advisor Network first reported a position in Travelers Companies in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Travelers Companies position peaked at $247K in Q1 2017.
  • 1,020 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.