Journey Strategic Wealth’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
$407K Buy
1,521
+600
+65% +$161K 0.01% 342
2025
Q1
$244K Buy
921
+79
+9% +$20.9K 0.01% 400
2024
Q4
$203K Buy
+842
New +$203K 0.01% 468