Bragg Financial Advisors’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 | $265K | Hold |
992
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $262K | Hold |
992
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $239K | Sell |
992
-44
| -4% | -$10.6K | 0.01% | 313 |
|
|
2024
Q3 | $243K | Buy |
+1,036
| New | +$243K | 0.01% | 307 |
|
|
2013
Q4 | – | Sell |
-4,341
| Closed | -$368K | – | 240 |
|
|
2013
Q3 | $368K | Hold |
4,341
| – | – | 0.1% | 200 |
|
|
2013
Q2 | $347K | Buy |
+4,341
| New | +$347K | 0.1% | 190 |
|