Accredited Investors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Hold |
8,662
| – | – | 0.14% | 62 |
|
|
2025
Q1 | $2.29M | Buy |
8,662
+455
| +6% | +$120K | 0.14% | 55 |
|
|
2024
Q4 | $1.98M | Sell |
8,207
-17
| -0.2% | -$4.1K | 0.12% | 63 |
|
|
2024
Q3 | $1.93M | Hold |
8,224
| – | – | 0.11% | 65 |
|
|
2024
Q2 | $1.67M | Hold |
8,224
| – | – | 0.1% | 66 |
|
|
2024
Q1 | $1.89M | Hold |
8,224
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $1.57M | Sell |
8,224
-2
| -0% | -$381 | 0.11% | 67 |
|
|
2023
Q3 | $1.34M | Hold |
8,226
| – | – | 0.1% | 70 |
|
|
2023
Q2 | $1.43M | Buy |
+8,226
| New | +$1.43M | 0.1% | 66 |
|