Biltmore Family Office’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	$223K	Sell	834 -1,700	-67%	-$455K	0.04%	194
2025 Q1	$670K	Buy	2,534 +1,700	+204%	+$450K	0.11%	111
2024 Q4	$201K	Buy	+834	New	+$201K	0.03%	202
2022 Q1	–	Sell	-2,669	Closed	-$418K	–	240
2021 Q4	$418K	Buy	+2,669	New	+$418K	0.08%	142