FWL Investment Management’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 | $42.3K | Buy |
158
+8
| +5% | +$2.14K | 0.01% | 156 |
|
|
2025
Q1 | $39.7K | Hold |
150
| – | – | 0.01% | 146 |
|
|
2024
Q4 | $36.1K | Hold |
150
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $35.1K | Hold |
150
| – | – | 0.01% | 147 |
|
|
2024
Q2 | $30.5K | Hold |
150
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $34.5K | Hold |
150
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $28.6K | Hold |
150
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $24.5K | Buy |
+150
| New | +$24.5K | 0.02% | 120 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$28.1K | – | 190 |
|
|
2022
Q4 | $28.1K | Buy |
+150
| New | +$28.1K | 0.02% | 108 |
|