Atlantic Edge Private Wealth Management’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
Q2
$2.33M Sell
2025
Q1
$2.34M Sell
2024
Q4
$2.15M Buy
2024
Q3
$2.08M Buy
2024
Q2
$1.75M Buy
2024
Q1
$1.97M Buy
2023
Q4
$1.55M Buy