Continuum Advisory’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
Sell
-104
Closed -$27.5K 1474
2025
Q1
$27.5K Sell
104
-216
-68% -$53.8K ﹤0.01% 796
2024
Q4
$77.1K Sell
320
-10
-3% -$2.5K 0.01% 569
2024
Q3
$84.7K Buy
330
+303
+1,122% +$66.8K 0.01% 560
2024
Q2
$5.5K Sell
27
-233
-90% -$50.1K ﹤0.01% 1065
2024
Q1
$57.1K Sell
260
-9,041
-97% -$1.93M 0.01% 580
2023
Q4
$1.77M Buy
9,301
+2,186
+31% +$379K 0.25% 107
2023
Q3
$1.16M Buy
7,115
+2,308
+48% +$385K 0.19% 145
2023
Q2
$835K Buy
+4,807
New +$848K 0.13% 189

Other funds holding TRV

Continuum Advisory's TRV Position: Q2 2025 in Review

Continuum Advisory sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 104 shares — an estimated $27.5K sold.

Continuum Advisory first reported a position in TRV in Q2 2023 and held it in 8 quarters. The position peaked at $1.77M in Q4 2023. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Continuum Advisory reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 104 Travelers Companies shares in Q2 2025, an estimated $27.5K.
  • Continuum Advisory first reported a position in Travelers Companies in Q2 2023 and held it in 8 quarters.
  • Continuum Advisory's Travelers Companies position peaked at $1.77M in Q4 2023.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.