Annex Advisory Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$862K Buy
2017
Q2
Sell
2017
Q1
$639K Buy
2016
Q4
$571K Buy
2016
Q3
$496K Buy
2016
Q2
$499K Buy