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AGH Wealth Advisors’s Travelers Companies TRV Stock Holding History

AGH Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$435K Buy
1,627
+14
+0.9% +$3.75K 0.36% 58
2025
Q1 		$427K Sell
1,613
-22
-1% -$5.82K 0.41% 56
2024
Q4 		$394K Buy
+1,635
New +$394K 0.37% 61