Meeder Advisory 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 | $1.57M | Buy |
5,883
+260
| +5% | +$69.6K | 0.08% | 174 |
|
|
2025
Q1 | $1.49M | Buy |
5,623
+575
| +11% | +$152K | 0.09% | 180 |
|
|
2024
Q4 | $1.22M | Buy |
5,048
+214
| +4% | +$51.5K | 0.08% | 202 |
|
|
2024
Q3 | $1.13M | Buy |
4,834
+270
| +6% | +$63.2K | 0.07% | 214 |
|
|
2024
Q2 | $928K | Buy |
4,564
+1,411
| +45% | +$287K | 0.07% | 236 |
|
|
2024
Q1 | $726K | Buy |
3,153
+196
| +7% | +$45.1K | 0.07% | 230 |
|
|
2023
Q4 | $563K | Buy |
2,957
+67
| +2% | +$12.8K | 0.06% | 250 |
|
|
2023
Q3 | $472K | Sell |
2,890
-1,334
| -32% | -$218K | 0.06% | 266 |
|
|
2023
Q2 | $734K | Buy |
4,224
+637
| +18% | +$111K | 0.08% | 219 |
|
|
2023
Q1 | $615K | Buy |
3,587
+603
| +20% | +$103K | 0.07% | 242 |
|
|
2022
Q4 | $559K | Buy |
+2,984
| New | +$559K | 0.07% | 250 |
|