1 North Wealth Services’s Travelers Companies TRV Stock Holding History

1 North Wealth Services’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
2025 Q2	$983K	Sell
2025 Q1	$979K	Sell
2024 Q4	$933K	Buy
2019 Q4	$715K	Hold
2019 Q3	$776K	Buy
2019 Q1	$744K	Sell
2018 Q4	$654K	Buy