Moneta Group Investment Advisors’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
Q2 | $530K | Buy |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $118K | Buy |
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|
2017
Q4 | $114K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $86K | Buy |
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