Daymark Wealth Partners’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
$640K Buy
2025
Q2
$610K Sell
2025
Q1
$709K Sell
2024
Q4
$645K Buy
2024
Q3
$604K Buy
2024
Q2
$516K Buy
2024
Q1
$538K Hold
2023
Q4
$464K Hold
2023
Q3
$413K Buy
2023
Q2
$257K Buy