CWM
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Centricity Wealth Management’s Travelers Companies TRV Stock Holding History

Centricity Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15K Hold
56
– – 0.01% 291
2025
Q1 		$14.8K Hold
56
– – 0.01% 283
2024
Q4 		$13.5K Buy
+56
New +$13.5K 0.01% 294