Congress Wealth Management’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 | $4.81M | Buy |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $212K | Buy |
|