Guardian Partners’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
$931K Sell
3,647
-465
-11% -$119K 0.08% 117
2025
Q1
$1.07M Sell
4,112
-449
-10% -$116K 0.11% 105
2024
Q4
$1.11M Buy
+4,561
New +$1.11M 0.11% 105