Pinnacle Wealth Advisors’s Travelers Companies TRV Stock Holding History

Pinnacle 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
2021 Q2	$1.26M	Buy	+8,399	New	+$1.3M	0.05%	197

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pinnacle Wealth Advisors's TRV Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Travelers Companies (TRV) in Q2 2021: 8,399 shares worth $1.26M. The stake represents 0.05% of the portfolio and ranks #197 among its holdings.

1,126 funds tracked by Wall St. Rank hold TRV as of Q2 2021.

Pinnacle Wealth Advisors held 8,399 shares of Travelers Companies worth $1.26M as of Q2 2021.
Travelers Companies was a new Pinnacle Wealth Advisors position in Q2 2021.
Travelers Companies made up 0.05% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #197 holding.
1,126 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.