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Tirschwell & Loewy’s Travelers Companies TRV Stock Holding History

Tirschwell & Loewy’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
2019
Q1 		$332K Hold
2,417
– – 0.05% 62
2018
Q4 		$289K Hold
2,417
– – 0.04% 64
2018
Q3 		$314K Hold
2,417
– – 0.04% 64
2018
Q2 		$296K Hold
2,417
– – 0.04% 70
2018
Q1 		$336K Buy
+2,417
New +$338K 0.05% 72

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tirschwell & Loewy's TRV Position: Q1 2019 in Review

Tirschwell & Loewy held its Travelers Companies (TRV) position steady in Q1 2019 at 2,417 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #62.

Tirschwell & Loewy first reported a position in TRV in Q1 2018 and has held it in 5 quarters since. The position peaked at $336K in Q1 2018. 1,111 funds tracked by Wall St. Rank hold TRV as of Q1 2019.

  • Tirschwell & Loewy held 2,417 shares of Travelers Companies worth $332K as of Q1 2019.
  • Tirschwell & Loewy left its Travelers Companies share count unchanged in Q1 2019.
  • Travelers Companies made up 0.05% of Tirschwell & Loewy's portfolio in Q1 2019, its #62 holding.
  • Tirschwell & Loewy first reported a position in Travelers Companies in Q1 2018 and has held it in 5 quarters since.
  • Tirschwell & Loewy's Travelers Companies position peaked at $336K in Q1 2018.
  • 1,111 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.