Baker Tilly 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
Q3
$864K Sell
2025
Q2
$1.03M Sell
2025
Q1
$1.1M Buy
2024
Q4
$987K Buy
2024
Q3
$877K Buy
2024
Q2
$581K Sell
2024
Q1
$692K Buy
2023
Q4
$573K Sell
2023
Q3
$642K Sell
2023
Q2
$1.92M Buy
2023
Q1
$1.77M Buy
2022
Q4
$1.89M Buy
2022
Q3
$1.32M Buy
2022
Q2
$1.42M Buy
2022
Q1
$1.44M Buy
2021
Q4
$1.05M Buy
2021
Q3
$945K Buy
2021
Q2
$777K Buy
2021
Q1
$625K Buy