AIM
Acropolis Investment Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
11,691
-20
| -0.2% | -$5.35K | 0.17% | 54 |
|
|
2025
Q1 | $3.1M | Sell |
11,711
-237
| -2% | -$62.7K | 0.18% | 51 |
|
|
2024
Q4 | $2.88M | Sell |
11,948
-100
| -0.8% | -$24.1K | 0.17% | 56 |
|
|
2024
Q3 | $2.82M | Sell |
12,048
-446
| -4% | -$104K | 0.17% | 53 |
|
|
2024
Q2 | $2.54M | Buy |
12,494
+11
| +0.1% | +$2.24K | 0.16% | 56 |
|
|
2024
Q1 | $2.87M | Sell |
12,483
-471
| -4% | -$108K | 0.19% | 52 |
|
|
2023
Q4 | $2.45M | Sell |
12,954
-190
| -1% | -$36K | 0.17% | 53 |
|
|
2023
Q3 | $2.15M | Sell |
13,144
-163
| -1% | -$26.6K | 0.17% | 54 |
|
|
2023
Q2 | $2.31M | Sell |
13,307
-249
| -2% | -$43.2K | 0.18% | 56 |
|
|
2023
Q1 | $2.32M | Buy |
13,556
+51
| +0.4% | +$8.74K | 0.19% | 52 |
|
|
2022
Q4 | $2.53M | Sell |
13,505
-78
| -0.6% | -$14.6K | 0.23% | 41 |
|
|
2022
Q3 | $2.08M | Sell |
13,583
-154
| -1% | -$23.6K | 0.21% | 47 |
|
|
2022
Q2 | $2.32M | Sell |
13,737
-130
| -0.9% | -$22K | 0.23% | 41 |
|
|
2022
Q1 | $2.53M | Buy |
13,867
+320
| +2% | +$58.5K | 0.23% | 46 |
|
|
2021
Q4 | $2.12M | Buy |
13,547
+164
| +1% | +$25.7K | 0.19% | 49 |
|
|
2021
Q3 | $2.03M | Buy |
13,383
+302
| +2% | +$45.7K | 0.24% | 46 |
|
|
2021
Q2 | $1.96M | Buy |
13,081
+526
| +4% | +$78.7K | 0.19% | 50 |
|
|
2021
Q1 | $1.89M | Buy |
12,555
+330
| +3% | +$49.6K | 0.19% | 48 |
|
|
2020
Q4 | $1.72M | Buy |
12,225
+295
| +2% | +$41.4K | 0.19% | 46 |
|
|
2020
Q3 | $1.29M | Sell |
11,930
-4
| -0% | -$433 | 0.16% | 54 |
|
|
2020
Q2 | $1.36M | Sell |
11,934
-252
| -2% | -$28.7K | 0.18% | 50 |
|
|
2020
Q1 | $1.21M | Sell |
12,186
-551
| -4% | -$54.8K | 0.19% | 47 |
|
|
2019
Q4 | $1.74M | Sell |
12,737
-754
| -6% | -$103K | 0.24% | 37 |
|
|
2019
Q3 | $1.99M | Buy |
13,491
+52
| +0.4% | +$7.68K | 0.29% | 31 |
|
|
2019
Q2 | $2.01M | Sell |
13,439
-100
| -0.7% | -$14.9K | 0.31% | 30 |
|
|
2019
Q1 | $1.86M | Sell |
13,539
-230
| -2% | -$31.5K | 0.29% | 32 |
|
|
2018
Q4 | $1.65M | Sell |
13,769
-700
| -5% | -$83.8K | 0.29% | 34 |
|
|
2018
Q3 | $1.88M | Sell |
14,469
-454
| -3% | -$58.9K | 0.3% | 30 |
|
|
2018
Q2 | $1.83M | Sell |
14,923
-4,019
| -21% | -$492K | 0.3% | 27 |
|
|
2018
Q1 | $2.63M | Buy |
18,942
+905
| +5% | +$126K | 0.43% | 25 |
|
|
2017
Q4 | $2.45M | Sell |
18,037
-249
| -1% | -$33.8K | 0.38% | 27 |
|
|
2017
Q3 | $2.24M | Sell |
18,286
-4,605
| -20% | -$564K | 0.37% | 26 |
|
|
2017
Q2 | $2.9M | Sell |
22,891
-1,450
| -6% | -$183K | 0.49% | 21 |
|
|
2017
Q1 | $2.93M | Sell |
24,341
-1,015
| -4% | -$122K | 0.51% | 21 |
|
|
2016
Q4 | $3.1M | Sell |
25,356
-1,154
| -4% | -$141K | 0.57% | 20 |
|
|
2016
Q3 | $3.04M | Sell |
26,510
-285
| -1% | -$32.7K | 0.56% | 20 |
|
|
2016
Q2 | $3.19M | Buy |
26,795
+895
| +3% | +$107K | 0.6% | 21 |
|
|
2016
Q1 | $3.02M | Buy |
25,900
+1,050
| +4% | +$123K | 0.58% | 22 |
|
|
2015
Q4 | $2.81M | Buy |
24,850
+1,645
| +7% | +$186K | 0.56% | 21 |
|
|
2015
Q3 | $2.31M | Buy |
23,205
+6,395
| +38% | +$637K | 0.48% | 24 |
|
|
2015
Q2 | $1.63M | Buy |
16,810
+1,700
| +11% | +$164K | 0.32% | 40 |
|
|
2015
Q1 | $1.63M | Buy |
15,110
+1,550
| +11% | +$168K | 0.31% | 45 |
|
|
2014
Q4 | $1.44M | Buy |
13,560
+660
| +5% | +$69.9K | 0.28% | 50 |
|
|
2014
Q3 | $1.21M | Buy |
12,900
+2,835
| +28% | +$266K | 0.24% | 57 |
|
|
2014
Q2 | $947K | Buy |
10,065
+6,695
| +199% | +$630K | 0.19% | 63 |
|
|
2014
Q1 | $287K | Buy |
+3,370
| New | +$287K | 0.06% | 98 |
|