MAM
McLean Asset Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
1,055
+19
| +2% | +$4.89K | 0.07% | 137 |
|
|
2025
Q1 | $245K | Buy |
1,036
+14
| +1% | +$3.31K | 0.08% | 129 |
|
|
2024
Q4 | $246K | Buy |
1,022
+30
| +3% | +$7.23K | 0.07% | 135 |
|
|
2024
Q3 | $234K | Buy |
992
+7
| +0.7% | +$1.65K | 0.07% | 145 |
|
|
2024
Q2 | $204K | Buy |
985
+16
| +2% | +$3.32K | 0.07% | 152 |
|
|
2024
Q1 | $217K | Buy |
+969
| New | +$217K | 0.07% | 148 |
|