Beverly Hills Private Wealth’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
Q2 | $465K | Sell |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $685K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $989K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $399K | Buy |
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