Curi RMB Capital’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 | $1.08M | Buy |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $920K | Sell |
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|
2020
Q4 | $887K | Sell |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $726K | Sell |
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|
2020
Q1 | $681K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $972K | Buy |
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|
2018
Q4 | $761K | Sell |
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|
2018
Q3 | $931K | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.45M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $228K | Buy |
|
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $262K | Buy |
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|
2016
Q3 | $203K | Sell |
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|
2016
Q2 | $214K | Buy |
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|
2016
Q1 | $207K | Hold |
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|
2015
Q4 | $200K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $233K | Sell |
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|
2014
Q2 | $276K | Hold |
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|
2014
Q1 | $250K | Sell |
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|
2013
Q4 | $300K | Hold |
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|
2013
Q3 | $281K | Buy |
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|
2013
Q2 | $238K | Buy |
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