MFA Wealth Advisors’s Travelers Companies TRV Stock Holding History

MFA Wealth Advisors’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
2024 Q4	–	Sell	-65	Closed	-$15.2K	–	362
2024 Q3	$15.2K	Buy	+65	New	+$14.3K	﹤0.01%	290

Other funds holding TRV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MFA Wealth Advisors's TRV Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Travelers Companies (TRV) in Q4 2024, closing a stake of 65 shares — an estimated $15.2K sold.

MFA Wealth Advisors first reported a position in TRV in Q3 2024 and held it in 1 quarter. The position peaked at $15.2K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold TRV as of Q4 2024.

MFA Wealth Advisors reported no remaining Travelers Companies position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 65 Travelers Companies shares in Q4 2024, an estimated $15.2K.
MFA Wealth Advisors first reported a position in Travelers Companies in Q3 2024 and held it in 1 quarter.
MFA Wealth Advisors's Travelers Companies position peaked at $15.2K in Q3 2024.
1,577 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.