NorthRock Partners’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $892K | Buy |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $710K | Sell |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $246K | Buy |
|