TCWP’s Travelers Companies TRV Stock Holding History

TCWP’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	-599	Closed	-$109K	–	1617
2022 Q1	$109K	Buy	+599	New	+$103K	0.02%	334

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

TCWP's TRV Position: Q2 2022 in Review

TCWP sold out of Travelers Companies (TRV) in Q2 2022, closing a stake of 599 shares — an estimated $109K sold.

TCWP first reported a position in TRV in Q1 2022 and held it in 1 quarter. The position peaked at $109K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold TRV as of Q2 2022.

TCWP reported no remaining Travelers Companies position as of Q2 2022 after selling out during the quarter.
TCWP sold 599 Travelers Companies shares in Q2 2022, an estimated $109K.
TCWP first reported a position in Travelers Companies in Q1 2022 and held it in 1 quarter.
TCWP's Travelers Companies position peaked at $109K in Q1 2022.
1,215 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.