Legacy Capital Wealth Partners’s Travelers Companies TRV Stock Holding History

Legacy Capital Wealth Partners’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$922K	Sell
2025 Q1	$959K	Sell
2024 Q4	$889K	Sell
2024 Q3	$892K	Buy
2024 Q1	–	Sell
2023 Q4	$752K	Sell
2023 Q3	$655K	Buy
2023 Q2	–	Sell
2023 Q1	$568K	Buy