B. Riley Wealth Advisors’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
Q3 | $933K | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $729K | Buy |
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|
2020
Q3 | $504K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $739K | Buy |
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|
2019
Q4 | $578K | Buy |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $269K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $263K | Buy |
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|
2017
Q1 | $224K | Buy |
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|
2016
Q4 | $224K | Sell |
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|
2016
Q3 | $422K | Sell |
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|
2016
Q2 | $462K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.61K | Buy |
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|
2014
Q3 | $201K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $149K | Buy |
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|
2013
Q4 | $139K | Buy |
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