InceptionR’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 | $629K | Buy |
+2,351
| New | +$629K | 0.15% | 257 |
|
|
2024
Q3 | – | Sell |
-2,877
| Closed | -$585K | – | 872 |
|
|
2024
Q2 | $585K | Sell |
2,877
-4,657
| -62% | -$947K | 0.17% | 240 |
|
|
2024
Q1 | $1.73M | Buy |
+7,534
| New | +$1.73M | 0.45% | 20 |
|
|
2023
Q4 | – | Sell |
-5,074
| Closed | -$829K | – | 525 |
|
|
2023
Q3 | $829K | Buy |
+5,074
| New | +$829K | 0.47% | 41 |
|
|
2023
Q2 | – | Sell |
-10,710
| Closed | -$1.84M | – | 615 |
|
|
2023
Q1 | $1.84M | Buy |
+10,710
| New | +$1.84M | 0.59% | 23 |
|