Fiduciary Group’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 | $437K | Hold |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $215K | Hold |
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|
2019
Q4 | $297K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $270K | Sell |
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|
2018
Q4 | $283K | Hold |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $289K | Hold |
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|
2018
Q1 | $329K | Hold |
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|
2017
Q4 | $321K | Hold |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $299K | Hold |
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|
2017
Q1 | $285K | Hold |
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|
2016
Q4 | $290K | Sell |
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|
2016
Q3 | $294K | Hold |
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|
2016
Q2 | $305K | Hold |
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|
2016
Q1 | $299K | Buy |
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|
2015
Q4 | $287K | Sell |
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|
2015
Q3 | $318K | Sell |
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|
2015
Q2 | $364K | Buy |
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