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Impact Partnership Wealth’s Travelers Companies TRV Stock Holding History

Impact Partnership Wealth’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$773K Buy
2,891
+147
+5% +$39.3K 0.14% 68
2025
Q1 		$726K Buy
2,744
+509
+23% +$135K 0.16% 71
2024
Q4 		$538K Buy
+2,235
New +$538K 0.11% 117