Naviter Wealth’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	$236K	Sell	882 -2	-0.2%	-$535	0.03%	253
2025 Q1	$232K	Buy	884 +18	+2%	+$4.73K	0.03%	247
2024 Q4	$209K	Hold	866	–	–	0.03%	260
2024 Q3	$203K	Buy	+866	New	+$203K	0.03%	228