HB Wealth Management’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
Q3 | $5.2M | Buy |
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|
2025
Q2 | $4.53M | Sell |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $3.27M | Buy |
|
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|
2024
Q3 | $2.77M | Buy |
|
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.54M | Sell |
|
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.84M | Buy |
|
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $691K | Buy |
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|
2021
Q4 | $516K | Buy |
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