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Mine & Arao Wealth Creation & Management’s Travelers Companies TRV Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-5
Closed -$1.15K – 328
2024
Q1 		$1.15K Buy
+5
New +$1.07K ﹤0.01% 300

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's TRV Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Travelers Companies (TRV) in Q2 2024, closing a stake of 5 shares — an estimated $1.15K sold.

Mine & Arao Wealth Creation & Management first reported a position in TRV in Q1 2024 and held it in 1 quarter. The position peaked at $1.15K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold TRV as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Travelers Companies position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 5 Travelers Companies shares in Q2 2024, an estimated $1.15K.
  • Mine & Arao Wealth Creation & Management first reported a position in Travelers Companies in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Travelers Companies position peaked at $1.15K in Q1 2024.
  • 1,402 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.