4A
TRV icon

4Wealth Advisors’s Travelers Companies TRV Stock Holding History

4Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$450K Sell
1,682
-22
-1% -$5.88K 0.46% 73
2025
Q1 		$451K Buy
1,704
+272
+19% +$72K 0.49% 70
2024
Q4 		$345K Buy
+1,432
New +$345K 0.35% 97