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Cape Investment Advisory’s Travelers Companies TRV Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-5
Closed -$1.2K – 1195
2024
Q4 		$1.2K Buy
+5
New +$1.2K ﹤0.01% 942