Planned Solutions’s Travelers Companies TRV Stock Holding History

Planned Solutions’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 Q1	–	Sell	-20	Closed	-$3.81K	–	504
2023 Q4	$3.81K	Buy	+20	New	+$3.46K	﹤0.01%	479

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's TRV Position: Q1 2024 in Review

Planned Solutions sold out of Travelers Companies (TRV) in Q1 2024, closing a stake of 20 shares — an estimated $3.81K sold.

Planned Solutions first reported a position in TRV in Q4 2023 and held it in 1 quarter. The position peaked at $3.81K in Q4 2023. 1,444 funds tracked by Wall St. Rank hold TRV as of Q1 2024.

Planned Solutions reported no remaining Travelers Companies position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 20 Travelers Companies shares in Q1 2024, an estimated $3.81K.
Planned Solutions first reported a position in Travelers Companies in Q4 2023 and held it in 1 quarter.
Planned Solutions's Travelers Companies position peaked at $3.81K in Q4 2023.
1,444 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.