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Meridian Wealth Partners’s Travelers Companies TRV Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-424
Closed -$64K – 1167
2021
Q1 		$64K Buy
424
+124
+41% +$18.2K 0.02% 139
2020
Q4 		$42K Hold
300
– – 0.02% 154
2020
Q3 		$32K Hold
300
– – 0.02% 159
2020
Q2 		$34K Hold
300
– – 0.02% 155
2020
Q1 		$30K Hold
300
– – 0.02% 149
2019
Q4 		$41K Buy
+300
New +$40.8K 0.03% 145

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Meridian Wealth Partners's TRV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Travelers Companies (TRV) in Q2 2021, closing a stake of 424 shares — an estimated $64K sold.

Meridian Wealth Partners first reported a position in TRV in Q4 2019 and held it in 6 quarters. The position peaked at $64K in Q1 2021. 1,126 funds tracked by Wall St. Rank hold TRV as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Travelers Companies position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 424 Travelers Companies shares in Q2 2021, an estimated $64K.
  • Meridian Wealth Partners first reported a position in Travelers Companies in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Travelers Companies position peaked at $64K in Q1 2021.
  • 1,126 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.