Chicago Partners Investment Group’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 | $513K | Sell |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | $171K | Buy |
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|
2018
Q1 | $187K | Hold |
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|
2017
Q4 | $183K | Hold |
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|
2017
Q3 | $165K | Sell |
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|
2017
Q2 | $336K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Buy |
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