Clear Investment Research’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.5K	Buy	+125	New	+$36.6K	0.06%	124
2025 Q4	–	Sell	-125	Closed	-$34.9K	–	224
2025 Q3	$34.9K	Buy	125 +14	+13%	+$3.75K	0.05%	139
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%	+$215	0.03%	130
2024 Q1	$25.4K	Hold	110	–	–	0.03%	129
2023 Q4	$21K	Buy	+110	New	+$19K	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	+$387	﹤0.01%	376