CPA

Capital Performance Advisors’s Travelers Companies TRV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Sell	973 -345	-26%	-$92.3K	0.05%	186
2025 Q1	$349K	Buy	+1,318	New	+$349K	0.08%	145
2024 Q4	–	Sell	-509	Closed	-$119K	–	2488
2024 Q3	$119K	Buy	+509	New	+$119K	0.04%	171