CreativeOne Wealth’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
Q3
$200K Buy
2023
Q3
Sell
2023
Q2
$226K Buy
2023
Q1
$207K Sell
2022
Q4
$228K Buy
2022
Q2
Sell
2022
Q1
$224K Buy