FMWA
Forvis Mazars Wealth Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
14,775
-304
| -2% | -$81.3K | 0.09% | 102 |
|
|
2025
Q1 | $3.99M | Buy |
15,079
+921
| +7% | +$244K | 0.1% | 101 |
|
|
2024
Q4 | $3.41M | Sell |
14,158
-482
| -3% | -$116K | 0.08% | 119 |
|
|
2024
Q3 | $3.43M | Sell |
14,640
-71
| -0.5% | -$16.6K | 0.08% | 120 |
|
|
2024
Q2 | $2.99M | Buy |
14,711
+176
| +1% | +$35.8K | 0.07% | 127 |
|
|
2024
Q1 | $3.35M | Buy |
14,535
+17
| +0.1% | +$3.91K | 0.09% | 118 |
|
|
2023
Q4 | $2.77M | Sell |
14,518
-743
| -5% | -$142K | 0.08% | 127 |
|
|
2023
Q3 | $2.49M | Sell |
15,261
-7,653
| -33% | -$1.25M | 0.08% | 130 |
|
|
2023
Q2 | $3.98M | Buy |
22,914
+8,680
| +61% | +$1.51M | 0.12% | 112 |
|
|
2023
Q1 | $2.44M | Buy |
14,234
+354
| +3% | +$60.7K | 0.08% | 131 |
|
|
2022
Q4 | $2.6M | Sell |
13,880
-283
| -2% | -$53.1K | 0.09% | 122 |
|
|
2022
Q3 | $2.17M | Buy |
14,163
+3
| +0% | +$459 | 0.09% | 131 |
|
|
2022
Q2 | $2.4M | Buy |
14,160
+258
| +2% | +$43.6K | 0.1% | 114 |
|
|
2022
Q1 | $2.54M | Buy |
13,902
+1,510
| +12% | +$276K | 0.11% | 95 |
|
|
2021
Q4 | $1.94M | Buy |
12,392
+609
| +5% | +$95.2K | 0.08% | 104 |
|
|
2021
Q3 | $1.79M | Buy |
11,783
+508
| +5% | +$77.2K | 0.08% | 103 |
|
|
2021
Q2 | $1.69M | Buy |
11,275
+384
| +4% | +$57.5K | 0.08% | 105 |
|
|
2021
Q1 | $1.64M | Sell |
10,891
-228
| -2% | -$34.3K | 0.08% | 106 |
|
|
2020
Q4 | $1.56M | Buy |
11,119
+1,790
| +19% | +$251K | 0.08% | 119 |
|
|
2020
Q3 | $1.01M | Buy |
9,329
+1,108
| +13% | +$120K | 0.06% | 135 |
|
|
2020
Q2 | $938K | Buy |
8,221
+4,566
| +125% | +$521K | 0.06% | 136 |
|
|
2020
Q1 | $363K | Buy |
3,655
+1,960
| +116% | +$195K | 0.03% | 202 |
|
|
2019
Q4 | $232K | Buy |
+1,695
| New | +$232K | 0.02% | 266 |
|