My Personal CFO LLC’s Travelers Companies TRV Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-20	Closed	-$3.75K	–	759
2022 Q4	$3.75K	Buy	+20	New	+$3.6K	﹤0.01%	406

Other funds holding TRV

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Personal CFO LLC's TRV Position: Q1 2023 in Review

My Personal CFO LLC sold out of Travelers Companies (TRV) in Q1 2023, closing a stake of 20 shares — an estimated $3.75K sold.

My Personal CFO LLC first reported a position in TRV in Q4 2022 and held it in 1 quarter. The position peaked at $3.75K in Q4 2022. 1,258 funds tracked by Wall St. Rank hold TRV as of Q1 2023.

My Personal CFO LLC reported no remaining Travelers Companies position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 20 Travelers Companies shares in Q1 2023, an estimated $3.75K.
My Personal CFO LLC first reported a position in Travelers Companies in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Travelers Companies position peaked at $3.75K in Q4 2022.
1,258 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.