Marcum 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
Q1 | $764K | Sell |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $611K | Sell |
|
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|
2024
Q1 | $711K | Buy |
|
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|
2023
Q4 | $561K | Buy |
|
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $473K | Buy |
|
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $556K | Buy |
|
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|
2022
Q3 | $452K | Sell |
|
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $225K | Buy |
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