Modera Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $684K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $355K | Buy |
|