HCR Wealth Advisors’s Travelers Companies TRV Stock Holding History

HCR Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Hold
2025 Q2	$274K	Hold
2025 Q1	$271K	Hold
2024 Q4	$246K	Hold
2024 Q3	$240K	Hold
2024 Q2	$208K	Hold
2024 Q1	$235K	Buy