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MPS Loria Financial Planners’s Travelers Companies TRV Stock Holding History

MPS Loria Financial Planners’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
-228
Closed -$34K – 521
2021
Q1 		$34K Hold
228
– – 0.02% 195
2020
Q4 		$31K Buy
228
+28
+14% +$3.6K 0.01% 200
2020
Q3 		$22K Hold
200
– – 0.01% 194
2020
Q2 		$23K Buy
+200
New +$21.1K 0.01% 189
2017
Q3 		– Sell
-325
Closed -$42K – 308
2017
Q2 		$42K Buy
+325
New +$40K 0.03% 164

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

MPS Loria Financial Planners's TRV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Travelers Companies (TRV) in Q2 2021, closing a stake of 228 shares — an estimated $34K sold.

MPS Loria Financial Planners first reported a position in TRV in Q2 2017 and held it in 5 quarters. The position peaked at $42K in Q2 2017. 1,126 funds tracked by Wall St. Rank hold TRV as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Travelers Companies position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 228 Travelers Companies shares in Q2 2021, an estimated $34K.
  • MPS Loria Financial Planners first reported a position in Travelers Companies in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Travelers Companies position peaked at $42K in Q2 2017.
  • 1,126 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.