LVW Advisors’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 | $988K | Buy |
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|
2025
Q2 | $927K | Buy |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q3 | $307K | Hold |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $338K | Sell |
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|
2015
Q4 | $367K | Sell |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $423K | Sell |
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|
2015
Q1 | $475K | Hold |
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|
2014
Q4 | $465K | Buy |
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