Clear Investment Research’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 | $29.7K | Hold |
111
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $29.4K | Hold |
111
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $26.8K | Hold |
111
| – | – | 0.03% | 135 |
|
|
2024
Q3 | $26K | Hold |
111
| – | – | 0.03% | 134 |
|
|
2024
Q2 | $22.6K | Buy |
111
+1
| +0.9% | +$203 | 0.03% | 130 |
|
|
2024
Q1 | $25.4K | Hold |
110
| – | – | 0.03% | 129 |
|
|
2023
Q4 | $21K | Buy |
+110
| New | +$21K | 0.03% | 144 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 364 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 382 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 382 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 371 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 376 |
|