Bridgewealth Advisory Group’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
$315K Buy
+1,179
New +$315K 0.08% 89
2025
Q1
Sell
-1,439
Closed -$350K 105
2024
Q4
$350K Buy
+1,439
New +$350K 0.1% 74