United Bank (Virginia)’s Travelers Companies TRV Stock Holding History

United Bank (Virginia)’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	-1,572	Closed	-$287K	–	162
2022 Q1	$287K	Sell	1,572 -147	-9%	-$25.2K	0.04%	136
2021 Q4	$269K	Hold	1,719	–	–	0.03%	144
2021 Q3	$261K	Hold	1,719	–	–	0.03%	149
2021 Q2	$257K	Hold	1,719	–	–	0.03%	149
2021 Q1	$259K	Buy	1,719 +98	+6%	+$14.4K	0.04%	151
2020 Q4	$228K	Buy	+1,621	New	+$208K	0.03%	150
2020 Q1	–	Sell	-1,519	Closed	-$208K	–	134
2019 Q4	$208K	Sell	1,519 -57	-4%	-$7.76K	0.04%	134
2019 Q3	$234K	Buy	1,576 +57	+4%	+$8.47K	0.04%	132
2019 Q2	$227K	Sell	1,519 -209	-12%	-$30.1K	0.04%	132
2019 Q1	$237K	Buy	+1,728	New	+$221K	0.04%	129

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

United Bank (Virginia)'s TRV Position: Q2 2022 in Review

United Bank (Virginia) sold out of Travelers Companies (TRV) in Q2 2022, closing a stake of 1,572 shares — an estimated $287K sold.

United Bank (Virginia) first reported a position in TRV in Q1 2019 and held it in 10 quarters. The position peaked at $287K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold TRV as of Q2 2022.

United Bank (Virginia) reported no remaining Travelers Companies position as of Q2 2022 after selling out during the quarter.
United Bank (Virginia) sold 1,572 Travelers Companies shares in Q2 2022, an estimated $287K.
United Bank (Virginia) first reported a position in Travelers Companies in Q1 2019 and held it in 10 quarters.
United Bank (Virginia)'s Travelers Companies position peaked at $287K in Q1 2022.
1,215 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2022.

Based on United Bank (Virginia)'s 13F filing for Q2 2022, filed 12 Aug 2022.