Beacon Investment Advisory Services’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 | $290K | Sell |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $249K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.1M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $388K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $823K | Buy |
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|
2019
Q3 | $760K | Sell |
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|
2019
Q2 | $768K | Buy |
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|
2019
Q1 | $629K | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $1.63M | Sell |
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|
2018
Q2 | $1.66M | Hold |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $975K | Sell |
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|
2017
Q3 | $1.17M | Buy |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $394K | Hold |
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|
2016
Q4 | $400K | Sell |
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|
2016
Q3 | $377K | Hold |
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|
2016
Q2 | $392K | Hold |
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|
2016
Q1 | $384K | Sell |
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|
2015
Q4 | $373K | Hold |
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|
2015
Q3 | $329K | Sell |
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|
2015
Q2 | $420K | Buy |
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