HighMark 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 | $1.56M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $676K | Hold |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $516K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $299K | Buy |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $362K | Buy |
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