Kaufman Rossin 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
$251K Sell
939
-340
-27% -$91K 0.16% 106
2025
Q1
$338K Buy
+1,279
New +$338K 0.24% 75