Montag & Associates’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 | $2.63M | Hold |
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|
2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $2.44M | Hold |
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|
2024
Q3 | $2.37M | Hold |
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|
2024
Q2 | $2.06M | Hold |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $1.96M | Hold |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.78M | Hold |
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|
2023
Q1 | $1.76M | Hold |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.55M | Hold |
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|
2021
Q4 | $3.04M | Sell |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $914K | Hold |
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|
2020
Q2 | $963K | Hold |
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|
2020
Q1 | $839K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $1.23M | Hold |
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|
2019
Q2 | $1.23M | Buy |
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