Insigneo Advisory Services’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 | $678K | Sell |
2,536
-108
| -4% | -$28.9K | 0.06% | 259 |
|
|
2025
Q1 | $699K | Sell |
2,644
-54
| -2% | -$14.3K | 0.07% | 227 |
|
|
2024
Q4 | $650K | Sell |
2,698
-124
| -4% | -$29.9K | 0.07% | 243 |
|
|
2024
Q3 | $661K | Buy |
2,822
+1,080
| +62% | +$253K | 0.07% | 254 |
|
|
2024
Q2 | $363K | Buy |
1,742
+207
| +13% | +$43.2K | 0.04% | 362 |
|
|
2024
Q1 | $353K | Sell |
1,535
-291
| -16% | -$67K | 0.04% | 347 |
|
|
2023
Q4 | $348K | Buy |
1,826
+103
| +6% | +$19.6K | 0.05% | 306 |
|
|
2023
Q3 | $281K | Buy |
1,723
+220
| +15% | +$35.9K | 0.06% | 299 |
|
|
2023
Q2 | $261K | Buy |
+1,503
| New | +$261K | 0.05% | 308 |
|