CFO
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Callan Family Office’s Travelers Companies TRV Stock Holding History

Callan Family Office’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 		$1.41M Buy
5,280
+3,542
+204% +$948K 0.04% 330
2025
Q1 		$460K Sell
1,738
-47
-3% -$12.4K 0.03% 341
2024
Q4 		$430K Buy
+1,785
New +$430K 0.03% 406