Capital Advisors Ltd’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$86K Sell
2025
Q2
$83K Buy
2025
Q1
$81K Hold
2024
Q4
$74K Hold
2024
Q3
$72K Buy
2024
Q2
$62K Sell
2024
Q1
$71K Buy
2023
Q4
$58K Sell
2023
Q3
$51K Hold
2023
Q2
$54K Buy
2023
Q1
$21K Sell
2022
Q4
$32K Buy
2022
Q3
$18K Sell
2022
Q2
$22K Buy
2022
Q1
$21K Buy
2021
Q4
$18K Buy