Drive Wealth Management’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	$588K	Buy	2,017 +243	+14%	+$71.2K	0.12%	138
2025 Q4	$515K	Buy	1,774 +23	+1%	+$6.47K	0.1%	163
2025 Q3	$489K	Sell	1,751 -2	-0.1%	-$536	0.1%	167
2025 Q2	$469K	Sell	1,753 -6	-0.3%	-$1.58K	0.1%	167
2025 Q1	$465K	Sell	1,759 -15	-0.8%	-$3.74K	0.11%	147
2024 Q4	$427K	Buy	1,774 +14	+0.8%	+$3.5K	0.1%	155
2024 Q3	$412K	Sell	1,760 -11	-0.6%	-$2.42K	0.11%	158
2024 Q2	$360K	Buy	1,771 +48	+3%	+$10.3K	0.1%	169
2024 Q1	$397K	Buy	1,723 +41	+2%	+$8.76K	0.11%	164
2023 Q4	$320K	Buy	+1,682	New	+$291K	0.1%	186
2023 Q3	–	Sell	-1,340	Closed	-$233K	–	310
2023 Q2	$233K	Buy	1,340 +49	+4%	+$8.64K	0.09%	219
2023 Q1	$221K	Buy	1,291 +177	+16%	+$32.2K	0.09%	237
2022 Q4	$209K	Buy	+1,114	New	+$200K	0.1%	212