Marietta Wealth Management’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 | $281K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $332K | Sell |
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|
2018
Q3 | $530K | Buy |
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|
2018
Q2 | $483K | Sell |
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|
2018
Q1 | $565K | Buy |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $514K | Buy |
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|
2017
Q2 | $529K | Sell |
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|
2017
Q1 | $638K | Buy |
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|
2016
Q4 | $563K | Buy |
|