UWM
TRV icon

USAdvisors Wealth Management’s Travelers Companies TRV Stock Holding History

USAdvisors 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
2022
Q1 		– Sell
-1,282
Closed -$201K – 146
2021
Q4 		$201K Buy
+1,282
New +$200K 0.08% 125
2021
Q1 		– Sell
-4,654
Closed -$638K – 110
2020
Q4 		$638K Sell
4,654
-1,608
-26% -$207K 0.31% 53
2020
Q3 		$677 Buy
6,262
+1,035
+20% +$119K 0.11% 47
2020
Q2 		$596K Sell
5,227
-1,435
-22% -$151K 0.32% 46
2020
Q1 		$662K Sell
6,662
-125
-2% -$15.5K 0.41% 47
2019
Q4 		$1.03M Buy
6,787
+39
+0.6% +$5.31K 0.53% 28
2019
Q3 		$1M Buy
+6,748
New +$1M 0.52% 23

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return