Callan Capital’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $310K | Buy |
1,171
+155
| +15% | +$41K | 0.02% | 274 |
|
|
2024
Q4 | $245K | Buy |
1,016
+2
| +0.2% | +$482 | 0.02% | 291 |
|
|
2024
Q3 | $237K | Buy |
+1,014
| New | +$237K | 0.02% | 304 |
|
|
2024
Q2 | – | Sell |
-944
| Closed | -$217K | – | 329 |
|
|
2024
Q1 | $217K | Buy |
+944
| New | +$217K | 0.02% | 260 |
|