Gladstone Institutional Advisory’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
$232K Sell
866
-8
-0.9% -$2.14K 0.01% 670
2025
Q1
$231K Buy
+874
New +$231K 0.01% 649
2022
Q3
Sell
-3,892
Closed -$658K 680
2022
Q2
$658K Buy
+3,892
New +$658K 0.05% 352