Barnes Wealth Management Group’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
784
+5
+0.6% +$1.34K 0.12% 156
2025
Q1
$206K Buy
+779
New +$206K 0.13% 155