Coastal Bridge Advisors’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
Q2 | $1.17M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $706K | Buy |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $691K | Hold |
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|
2023
Q4 | $572K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $294K | Buy |
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