JCM
Junto Capital Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-213,973
| Closed | -$56.6M | – | 112 |
|
|
2025
Q1 | $56.6M | Sell |
213,973
-23,576
| -10% | -$6.23M | 1.19% | 22 |
|
|
2024
Q4 | $57.2M | Buy |
+237,549
| New | +$57.2M | 1.11% | 30 |
|
|
2023
Q3 | – | Sell |
-198,462
| Closed | -$34.5M | – | 91 |
|
|
2023
Q2 | $34.5M | Buy |
198,462
+68,549
| +53% | +$11.9M | 0.87% | 47 |
|
|
2023
Q1 | $22.3M | Sell |
129,913
-451,216
| -78% | -$77.3M | 0.62% | 63 |
|
|
2022
Q4 | $109M | Buy |
+581,129
| New | +$109M | 3.09% | 2 |
|