Kaufman Rossin Wealth’s Travelers Companies TRV Stock Holding History

Kaufman Rossin Wealth’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$256K	Hold
2025 Q3	$246K	Sell
2025 Q2	$251K	Sell
2025 Q1	$338K	Buy