MAMG
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Milestone Asset Management Group’s Travelers Companies TRV Stock Holding History

Milestone Asset Management Group’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$222K Buy
830
+3
+0.4% +$803 0.16% 99
2025
Q1 		$219K Sell
827
-239
-22% -$63.2K 0.2% 84
2024
Q4 		$257K Buy
+1,066
New +$257K 0.23% 82