Money Concepts Capital’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
$212K Sell
2025
Q1
$950K Sell
2024
Q4
$935K Buy
2024
Q3
$900K Buy
2024
Q2
$769K Buy
2024
Q1
$830K Buy
2023
Q4
$679K Sell
2023
Q3
$596K Buy
2023
Q2
$621K Sell
2023
Q1
$3.01M Sell
2022
Q4
$3.73M Buy
2022
Q3
$2.62M Buy
2022
Q2
$600K Sell
2022
Q1
$1.06M Buy
2021
Q4
$521K Buy
2021
Q1
$417K Buy
2020
Q4
$336K Buy