Baron Wealth Management’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 | $648K | Buy |
2,422
+198
| +9% | +$53K | 0.23% | 63 |
|
|
2025
Q1 | $588K | Buy |
2,224
+532
| +31% | +$141K | 0.26% | 58 |
|
|
2024
Q4 | $408K | Buy |
1,692
+313
| +23% | +$75.4K | 0.19% | 83 |
|
|
2024
Q3 | $323K | Buy |
1,379
+383
| +38% | +$89.7K | 0.16% | 113 |
|
|
2024
Q2 | $203K | Sell |
996
-5
| -0.5% | -$1.02K | 0.11% | 171 |
|
|
2024
Q1 | $230K | Buy |
+1,001
| New | +$230K | 0.12% | 154 |
|