Wellington Wealth Strategies, LLC. / TRV
Wellington Wealth Strategies, LLC.’s Travelers Companies Inc Position
Does Wellington Wealth Strategies, LLC. own Travelers Companies Inc (TRV)? Not currently — the last reported position was 1.5K shares worth $314,974 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.
Position Value
$314,974
Q2 2024
Shares
1.5K
% of Portfolio
+1.32%
Quarters Held
1
position exited
Position History TRV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 1.5K | $314,974 | +1.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of TRV.