AlphaCore Capital’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 | $403K | Buy |
1,506
+593
| +65% | +$159K | 0.02% | 406 |
|
|
2025
Q1 | $242K | Buy |
913
+63
| +7% | +$16.7K | 0.02% | 396 |
|
|
2024
Q4 | $205K | Buy |
+850
| New | +$205K | 0.04% | 194 |
|
|
2020
Q2 | – | Sell |
-83
| Closed | -$8K | – | 285 |
|
|
2020
Q1 | $8K | Buy |
+83
| New | +$8K | 0.01% | 232 |
|