CFC Planning Company’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,813	Closed	-$4.45M	–	97
2025 Q1	$4.45M	Buy	16,813 +1,343	+9%	+$355K	4.87%	2
2024 Q4	$3.73M	Buy	+15,470	New	+$3.73M	3.99%	5