CFIA
Cantor Fitzgerald Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
45,699
-4,752
| -9% | -$1.27M | 0.86% | 47 |
|
|
2025
Q1 | $13.3M | Buy |
50,451
+655
| +1% | +$173K | 0.97% | 42 |
|
|
2024
Q4 | $12M | Sell |
49,796
-2,773
| -5% | -$668K | 0.83% | 54 |
|
|
2024
Q3 | $12.3M | Buy |
52,569
+128
| +0.2% | +$30K | 0.84% | 53 |
|
|
2024
Q2 | $10.7M | Sell |
52,441
-23,172
| -31% | -$4.71M | 0.82% | 53 |
|
|
2024
Q1 | $17.4M | Sell |
75,613
-5,814
| -7% | -$1.34M | 1.29% | 29 |
|
|
2023
Q4 | $15.5M | Buy |
+81,427
| New | +$15.5M | 1.2% | 34 |
|
|
2022
Q1 | $4.65M | Buy |
25,459
+10,336
| +68% | +$1.89M | 0.21% | 88 |
|
|
2021
Q4 | $2.37M | Sell |
15,123
-375
| -2% | -$58.7K | 0.14% | 123 |
|
|
2021
Q3 | $2.36M | Sell |
15,498
-63
| -0.4% | -$9.58K | 0.17% | 89 |
|
|
2021
Q2 | $2.33M | Buy |
+15,561
| New | +$2.33M | 0.17% | 88 |
|