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