NWAG
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Net Worth Advisory Group’s Travelers Companies TRV Stock Holding History

Net Worth Advisory Group’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
5,512
+218
+4% +$58.3K 0.33% 64
2025
Q1 		$1.4M Sell
5,294
-108
-2% -$28.6K 0.44% 33
2024
Q4 		$1.3M Buy
5,402
+68
+1% +$16.4K 0.4% 40
2024
Q3 		$1.25M Buy
+5,334
New +$1.25M 0.37% 44