Aspiriant LLC’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,575
Closed -$362K 325
2024
Q1
$362K Buy
1,575
+231
+17% +$53.2K 0.02% 228
2023
Q4
$256K Buy
+1,344
New +$256K 0.01% 261