Kestra Investment Management’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	$1.87M	Buy	7,042 +2,194	+45%	+$582K	0.03%	199
2025 Q1	$1.28M	Buy	4,848 +153	+3%	+$40.5K	0.04%	139
2024 Q4	$1.13M	Sell	4,695 -445	-9%	-$107K	0.04%	125
2024 Q3	$1.2M	Buy	+5,140	New	+$1.2M	0.05%	104