Empire Financial Management Company’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
15,886
+295
| +2% | +$78.9K | 1.23% | 20 |
|
|
2025
Q1 | $4.12M | Buy |
15,591
+509
| +3% | +$135K | 1.27% | 17 |
|
|
2024
Q4 | $3.63M | Sell |
15,082
-1,119
| -7% | -$270K | 1.13% | 23 |
|
|
2024
Q3 | $3.79M | Buy |
16,201
+187
| +1% | +$43.8K | 1.17% | 19 |
|
|
2024
Q2 | $3.26M | Buy |
16,014
+622
| +4% | +$126K | 1.08% | 23 |
|
|
2024
Q1 | $3.54M | Buy |
15,392
+9
| +0.1% | +$2.07K | 1.17% | 18 |
|
|
2023
Q4 | $2.93M | Buy |
15,383
+435
| +3% | +$82.9K | 1.15% | 21 |
|
|
2023
Q3 | $2.44M | Buy |
14,948
+91
| +0.6% | +$14.9K | 1.06% | 23 |
|
|
2023
Q2 | $2.58M | Buy |
14,857
+110
| +0.7% | +$19.1K | 1.03% | 30 |
|
|
2023
Q1 | $2.53M | Buy |
+14,747
| New | +$2.53M | 1.03% | 30 |
|