Diversify Advisory Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$351K Buy
2025
Q3
$242K Buy
2024
Q4
Sell
2024
Q3
$527K Sell
2024
Q2
$620K Sell
2024
Q1
$884K Buy