IAA
Independent Advisor Alliance’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.56M | Sell |
31,983
-2,197
| -6% | -$588K | 0.25% | 69 |
|
|
2025
Q1 | $9.04M | Sell |
34,180
-3,386
| -9% | -$895K | 0.3% | 57 |
|
|
2024
Q4 | $9.05M | Buy |
37,566
+1,954
| +5% | +$471K | 0.12% | 178 |
|
|
2024
Q3 | $8.34M | Sell |
35,612
-257
| -0.7% | -$60.2K | 0.3% | 61 |
|
|
2024
Q2 | $7.29M | Sell |
35,869
-13,789
| -28% | -$2.8M | 0.25% | 73 |
|
|
2024
Q1 | $11.4M | Sell |
49,658
-1,079
| -2% | -$248K | 0.41% | 46 |
|
|
2023
Q4 | $9.66M | Sell |
50,737
-7
| -0% | -$1.33K | 0.35% | 54 |
|
|
2023
Q3 | $8.29M | Sell |
50,744
-1,198
| -2% | -$196K | 0.37% | 54 |
|
|
2023
Q2 | $9.02M | Sell |
51,942
-1,049
| -2% | -$182K | 0.4% | 55 |
|
|
2023
Q1 | $9.08M | Sell |
52,991
-4,795
| -8% | -$822K | 0.44% | 49 |
|
|
2022
Q4 | $10.8K | Sell |
57,786
-432
| -0.7% | -$81 | ﹤0.01% | 167 |
|
|
2022
Q3 | $8.92M | Buy |
58,218
+117
| +0.2% | +$17.9K | 0.52% | 46 |
|
|
2022
Q2 | $9.83M | Sell |
58,101
-6,216
| -10% | -$1.05M | 0.55% | 43 |
|
|
2022
Q1 | $11.8M | Sell |
64,317
-2,978
| -4% | -$544K | 0.57% | 40 |
|
|
2021
Q4 | $10.5M | Sell |
67,295
-1,483
| -2% | -$232K | 0.52% | 48 |
|
|
2021
Q3 | $10.5M | Buy |
68,778
+3,032
| +5% | +$461K | 0.58% | 39 |
|
|
2021
Q2 | $9.84M | Sell |
65,746
-4,582
| -7% | -$686K | 0.54% | 40 |
|
|
2021
Q1 | $10.6M | Buy |
70,328
+8,413
| +14% | +$1.27M | 0.63% | 35 |
|
|
2020
Q4 | $8.69M | Buy |
61,915
+310
| +0.5% | +$43.5K | 0.59% | 39 |
|
|
2020
Q3 | $6.67M | Buy |
61,605
+48,948
| +387% | +$5.3M | 0.51% | 50 |
|
|
2020
Q2 | $1.44M | Sell |
12,657
-658
| -5% | -$75.1K | 0.15% | 118 |
|
|
2020
Q1 | $1.32M | Sell |
13,315
-357
| -3% | -$35.5K | 0.19% | 96 |
|
|
2019
Q4 | $1.87M | Sell |
13,672
-83
| -0.6% | -$11.4K | 0.08% | 247 |
|
|
2019
Q3 | $2.05M | Sell |
13,755
-228
| -2% | -$33.9K | 0.25% | 91 |
|
|
2019
Q2 | $2.09M | Buy |
13,983
+227
| +2% | +$33.9K | 0.3% | 78 |
|
|
2019
Q1 | $1.89M | Buy |
13,756
+9
| +0.1% | +$1.24K | 0.27% | 86 |
|
|
2018
Q4 | $1.65M | Sell |
13,747
-145
| -1% | -$17.4K | 0.29% | 80 |
|
|
2018
Q3 | $1.79M | Buy |
13,892
+81
| +0.6% | +$10.4K | 0.32% | 71 |
|
|
2018
Q2 | $1.69M | Sell |
13,811
-53
| -0.4% | -$6.49K | 0.35% | 71 |
|
|
2018
Q1 | $1.87M | Sell |
13,864
-88
| -0.6% | -$11.9K | 0.42% | 55 |
|
|
2017
Q4 | $1.83M | Sell |
13,952
-493
| -3% | -$64.8K | 0.41% | 66 |
|
|
2017
Q3 | $1.81M | Buy |
14,445
+2,194
| +18% | +$274K | 0.5% | 51 |
|
|
2017
Q2 | $1.54M | Sell |
12,251
-1,520
| -11% | -$191K | 0.49% | 62 |
|
|
2017
Q1 | $1.67M | Buy |
13,771
+72
| +0.5% | +$8.71K | 0.26% | 113 |
|
|
2016
Q4 | $1.62M | Buy |
+13,699
| New | +$1.62M | 0.69% | 44 |
|