FWA
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Flagship Wealth Advisors’s Travelers Companies TRV Stock Holding History

Flagship Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Hold
1,154
– – 0.12% 90
2025
Q1 		$305K Hold
1,154
– – 0.13% 87
2024
Q4 		$278K Buy
+1,154
New +$278K 0.16% 76