Live Oak Private Wealth’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
Q3 | $359K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $222K | Buy |
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