Personal Capital Advisors’s Travelers Companies TRV Stock Holding History

Personal Capital 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
2022 Q2	–	Sell	-1,346	Closed	-$246K	–	489
2022 Q1	$246K	Sell	1,346 -241	-15%	-$41.3K	﹤0.01%	433
2021 Q4	$247K	Buy	1,587 +184	+13%	+$28.8K	﹤0.01%	477
2021 Q3	$213K	Buy	+1,403	New	+$217K	﹤0.01%	474
2021 Q2	–	Sell	-1,555	Closed	-$234K	–	504
2021 Q1	$234K	Buy	+1,555	New	+$229K	﹤0.01%	436
2020 Q1	–	Sell	-1,525	Closed	-$209K	–	402
2019 Q4	$209K	Buy	1,525 +117	+8%	+$15.9K	﹤0.01%	386
2019 Q3	$209K	Buy	+1,408	New	+$209K	﹤0.01%	348
2018 Q1	–	Sell	-1,617	Closed	-$219K	–	275
2017 Q4	$219K	Buy	+1,617	New	+$213K	﹤0.01%	242

Other funds holding TRV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Personal Capital Advisors's TRV Position: Q2 2022 in Review

Personal Capital Advisors sold out of Travelers Companies (TRV) in Q2 2022, closing a stake of 1,346 shares — an estimated $246K sold.

Personal Capital Advisors first reported a position in TRV in Q4 2017 and held it in 7 quarters. The position peaked at $247K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold TRV as of Q2 2022.

Personal Capital Advisors reported no remaining Travelers Companies position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 1,346 Travelers Companies shares in Q2 2022, an estimated $246K.
Personal Capital Advisors first reported a position in Travelers Companies in Q4 2017 and held it in 7 quarters.
Personal Capital Advisors's Travelers Companies position peaked at $247K in Q4 2021.
1,215 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.