Beacon Pointe Advisors’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 | $6.12M | Buy |
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|
2025
Q2 | $5.05M | Sell |
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|
2025
Q1 | $5.36M | Sell |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4.82M | Sell |
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|
2024
Q1 | $7.03M | Sell |
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|
2023
Q4 | $5.85M | Buy |
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|
2023
Q3 | $4.95M | Buy |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $899K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | $206K | Buy |
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