Kingsview Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
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|
2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $3.39M | Buy |
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|
2024
Q3 | $3.28M | Sell |
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|
2024
Q2 | $4.56M | Buy |
|
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $3.91M | Buy |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $441K | Buy |
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