McCarter Private Wealth Services’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.97M	Sell	18,562 -992	-5%	-$265K	2.84%	7
2025 Q1	$5.17M	Sell	19,554 -1,899	-9%	-$502K	3.39%	6
2024 Q4	$5.17M	Sell	21,453 -260	-1%	-$62.6K	3.28%	8
2024 Q3	$5.08M	Buy	+21,713	New	+$5.08M	3.22%	10