CIA
Concurrent Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,927
+622
| +12% | +$166K | 0.03% | 487 |
|
|
2025
Q1 | $1.4M | Buy |
5,305
+1,703
| +47% | +$450K | 0.03% | 446 |
|
|
2024
Q4 | $868K | Buy |
3,602
+77
| +2% | +$18.5K | 0.02% | 523 |
|
|
2024
Q3 | $825K | Buy |
3,525
+808
| +30% | +$189K | 0.02% | 507 |
|
|
2024
Q2 | $553K | Buy |
2,717
+1,054
| +63% | +$214K | 0.02% | 552 |
|
|
2024
Q1 | $383K | Buy |
1,663
+143
| +9% | +$32.9K | 0.02% | 612 |
|
|
2023
Q4 | $289K | Buy |
+1,520
| New | +$289K | 0.01% | 658 |
|