BWM
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Brown Wealth Management’s Travelers Companies TRV Stock Holding History

Brown Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$517K Sell
1,931
-51
-3% -$13.6K 0.16% 65
2025
Q1 		$524K Buy
+1,982
New +$524K 0.18% 57