Forvis Mazars Wealth Advisors’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 | $3.95M | Sell |
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|
2025
Q1 | $3.99M | Buy |
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|
2024
Q4 | $3.41M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.6M | Sell |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $938K | Buy |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $232K | Buy |
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