Monument Capital Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
1,556
+106
| +7% | +$28.4K | 0.11% | 141 |
|
|
2025
Q1 | $383K | Sell |
1,450
-86
| -6% | -$22.7K | 0.12% | 133 |
|
|
2024
Q4 | $370K | Buy |
1,536
+226
| +17% | +$54.4K | 0.1% | 136 |
|
|
2024
Q3 | $307K | Buy |
1,310
+39
| +3% | +$9.13K | 0.08% | 151 |
|
|
2024
Q2 | $259K | Sell |
1,271
-92
| -7% | -$18.7K | 0.08% | 150 |
|
|
2024
Q1 | $314K | Buy |
1,363
+33
| +2% | +$7.6K | 0.09% | 151 |
|
|
2023
Q4 | $253K | Buy |
+1,330
| New | +$253K | 0.08% | 159 |
|
|
2023
Q3 | – | Sell |
-1,570
| Closed | -$273K | – | 189 |
|
|
2023
Q2 | $273K | Buy |
1,570
+227
| +17% | +$39.4K | 0.09% | 137 |
|
|
2023
Q1 | $230K | Sell |
1,343
-175
| -12% | -$30K | 0.08% | 136 |
|
|
2022
Q4 | $285K | Buy |
+1,518
| New | +$285K | 0.1% | 129 |
|
|
2018
Q4 | – | Sell |
-14,773
| Closed | -$1.92M | – | 286 |
|
|
2018
Q3 | $1.92M | Buy |
14,773
+1,899
| +15% | +$246K | 1.08% | 50 |
|
|
2018
Q2 | $1.58M | Sell |
12,874
-880
| -6% | -$108K | 1.09% | 50 |
|
|
2018
Q1 | $1.85M | Buy |
13,754
+1,112
| +9% | +$150K | 1.27% | 47 |
|
|
2017
Q4 | $1.71M | Buy |
+12,642
| New | +$1.71M | 1.21% | 44 |
|