RIA
TRV icon

Regal Investment Advisors’s Travelers Companies TRV Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-312
Closed -$31K – 820
2015
Q3 		$31K Buy
312
+98
+46% +$10K 0.01% 488
2015
Q2 		$20K Hold
214
– – 0.01% 563
2015
Q1 		$23K Hold
214
– – 0.01% 545
2014
Q4 		$23K Hold
214
– – 0.01% 512
2014
Q3 		$20K Hold
214
– – 0.01% 556
2014
Q2 		$20K Hold
214
– – 0.01% 551
2014
Q1 		$18K Sell
214
-14
-6% -$1.18K 0.01% 540
2013
Q4 		$21K Buy
228
+96
+73% +$8.39K 0.01% 439
2013
Q3 		$11K Buy
132
+1
+0.8% +$83 0.01% 588
2013
Q2 		$10K Buy
+131
New +$11K 0.01% 592

Other funds holding TRV

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return