Morningstar Investment Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,091
Closed -$258K 381
2024
Q3
$258K Buy
+1,091
New +$258K ﹤0.01% 365
2024
Q2
Sell
-980
Closed -$224K 390
2024
Q1
$224K Sell
980
-571
-37% -$131K ﹤0.01% 329
2023
Q4
$294K Buy
+1,551
New +$294K ﹤0.01% 354