BFSG LLC’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
$424K Sell
2025
Q2
$444K Hold
2025
Q1
$439K Sell
2024
Q4
$409K Sell
2024
Q3
$407K Hold
2024
Q2
$354K Hold
2024
Q1
$400K Hold
2023
Q4
$331K Hold
2023
Q3
$284K Sell
2023
Q2
$376K Buy
2023
Q1
$298K Hold
2022
Q4
$326K Hold
2022
Q3
$266K Hold
2022
Q2
$294K Buy
2022
Q1
Sell
2021
Q4
$376K Buy
2021
Q3
$361K Buy
2021
Q2
Sell
2021
Q1
$358K Sell
2020
Q4
$464K Buy