Jones Financial Companies’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
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $150K | Buy |
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|
2023
Q4 | $42.1K | Sell |
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|
2023
Q3 | $43.6K | Hold |
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|
2023
Q2 | $46.4K | Sell |
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|
2023
Q1 | $53.5K | Buy |
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|
2022
Q4 | $28K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $64K | Buy |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $35K | Buy |
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|
2020
Q4 | $28K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $945K | Sell |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.73M | Sell |
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|
2016
Q3 | $2.93M | Sell |
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|
2016
Q2 | $3.48M | Sell |
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|
2016
Q1 | $4.46M | Sell |
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|
2015
Q4 | $6.05M | Sell |
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|
2015
Q3 | $5.91M | Sell |
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|
2015
Q2 | $5.77M | Sell |
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|
2015
Q1 | $6.7M | Buy |
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|
2014
Q4 | $5.12M | Buy |
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|
2014
Q3 | $4.45M | Buy |
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|
2014
Q2 | $3.89M | Buy |
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|
2014
Q1 | $2.95M | Buy |
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|
2013
Q4 | $1.66M | Buy |
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|
2013
Q3 | $25K | Sell |
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|
2013
Q2 | $265K | Buy |
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