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Resurgent Financial Advisors’s Travelers Companies TRV Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-526
Closed -$100K – 449
2023
Q4 		$100K Sell
526
-8
-1% -$1.39K 0.06% 246
2023
Q3 		$87.2K Buy
534
+19
+4% +$3.17K 0.06% 241
2023
Q2 		$89.4K Buy
515
+7
+1% +$1.24K 0.06% 249
2023
Q1 		$87.1K Sell
508
-110
-18% -$20K 0.06% 247
2022
Q4 		$116K Buy
+618
New +$111K 0.06% 281

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resurgent Financial Advisors's TRV Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Travelers Companies (TRV) in Q1 2024, closing a stake of 526 shares — an estimated $100K sold.

Resurgent Financial Advisors first reported a position in TRV in Q4 2022 and held it in 5 quarters. The position peaked at $116K in Q4 2022. 1,443 funds tracked by Wall St. Rank hold TRV as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Travelers Companies position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 526 Travelers Companies shares in Q1 2024, an estimated $100K.
  • Resurgent Financial Advisors first reported a position in Travelers Companies in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Travelers Companies position peaked at $116K in Q4 2022.
  • 1,443 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.