LWMI
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Legacy Wealth Management (Idaho)’s Travelers Companies TRV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.21K Hold
12
– – ﹤0.01% 443
2025
Q1 		$3.17K Hold
12
– – ﹤0.01% 466
2024
Q4 		$2.94K Buy
+12
New +$2.94K ﹤0.01% 442