Beverly Hills Private Wealth’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 | $465K | Sell |
1,738
-247
| -12% | -$66.1K | 0.09% | 186 |
|
|
2025
Q1 | $525K | Sell |
1,985
-611
| -24% | -$162K | 0.1% | 169 |
|
|
2024
Q4 | $625K | Sell |
2,596
-65
| -2% | -$15.7K | 0.13% | 149 |
|
|
2024
Q3 | $623K | Sell |
2,661
-250
| -9% | -$58.5K | 0.13% | 158 |
|
|
2024
Q2 | $592K | Sell |
2,911
-296
| -9% | -$60.2K | 0.13% | 165 |
|
|
2024
Q1 | $738K | Sell |
3,207
-391
| -11% | -$90K | 0.17% | 133 |
|
|
2023
Q4 | $685K | Sell |
3,598
-56
| -2% | -$10.7K | 0.18% | 124 |
|
|
2023
Q3 | $597K | Sell |
3,654
-2,207
| -38% | -$360K | 0.18% | 127 |
|
|
2023
Q2 | $989K | Buy |
5,861
+2,102
| +56% | +$355K | 0.16% | 140 |
|
|
2023
Q1 | $644K | Buy |
3,759
+1,631
| +77% | +$280K | 0.2% | 115 |
|
|
2022
Q4 | $399K | Buy |
+2,128
| New | +$399K | 0.17% | 130 |
|