Berger Financial Group’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 | $863K | Sell |
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|
2025
Q2 | $833K | Sell |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $849K | Sell |
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|
2024
Q3 | $849K | Buy |
|
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $4.98M | Sell |
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|
2023
Q3 | $4.34M | Buy |
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|
2023
Q2 | $4.51M | Sell |
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|
2023
Q1 | $4.54M | Sell |
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|
2022
Q4 | $5.67M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $4.8M | Buy |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.39M | Buy |
|