Cape Investment Advisory’s Travelers Companies TRV Stock Holding History

Cape Investment Advisory’s Portfolio TRV Stock Details TRV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.03K	Buy
2025 Q3	$558	Buy
2025 Q1	–	Sell
2024 Q4	$1.2K	Buy