Naples Money Management’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$313K Sell
1,335
-1
-0.1% -$234 0.26% 42
2024
Q2
$271K Buy
1,336
+13
+1% +$2.64K 0.23% 42
2024
Q1
$304K Hold
1,323
0.3% 42
2023
Q4
$252K Buy
+1,323
New +$252K 0.24% 45