APIM
TRV icon

Agate Pass Investment Management’s Travelers Companies TRV Stock Holding History

Agate Pass Investment Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.76M Hold
6,575
– – 0.72% 48
2025
Q1 		$1.74M Buy
6,575
+3,000
+84% +$793K 0.74% 47
2024
Q4 		$861K Buy
+3,575
New +$861K 0.39% 67