Urban Wealth Management’s Travelers Companies TRV Stock Holding History

Urban Wealth Management’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
2020 Q4	$332K	Buy	+2,367	New	+$304K	0.28%	83

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Urban Wealth Management's TRV Position: Q4 2020 in Review

Urban Wealth Management opened a new position in Travelers Companies (TRV) in Q4 2020: 2,367 shares worth $332K. The stake represents 0.28% of the portfolio and ranks #83 among its holdings.

1,122 funds tracked by Wall St. Rank hold TRV as of Q4 2020.

Urban Wealth Management held 2,367 shares of Travelers Companies worth $332K as of Q4 2020.
Travelers Companies was a new Urban Wealth Management position in Q4 2020.
Travelers Companies made up 0.28% of Urban Wealth Management's portfolio in Q4 2020, its #83 holding.
1,122 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.