MWPCG
Measured Wealth Private Client Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
2,665
+583
| +28% | +$156K | 0.21% | 70 |
|
|
2025
Q1 | $551K | Buy |
2,082
+658
| +46% | +$174K | 0.18% | 80 |
|
|
2024
Q4 | $343K | Buy |
+1,424
| New | +$343K | 0.11% | 120 |
|
|
2018
Q4 | – | Sell |
-337
| Closed | -$44K | – | 658 |
|
|
2018
Q3 | $44K | Buy |
+337
| New | +$44K | 0.03% | 387 |
|