Wipfli Financial Advisors’s Travelers Companies TRV Stock Holding History

Wipfli Financial Advisors’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 Q3	$381K	Buy	+2,490	New	+$405K	0.03%	279

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wipfli Financial Advisors's TRV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Travelers Companies (TRV) in Q3 2022: 2,490 shares worth $381K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings.

1,197 funds tracked by Wall St. Rank hold TRV as of Q3 2022.

Wipfli Financial Advisors held 2,490 shares of Travelers Companies worth $381K as of Q3 2022.
Travelers Companies was a new Wipfli Financial Advisors position in Q3 2022.
Travelers Companies made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #279 holding.
1,197 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.