NWF Advisory Services’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
$511K Sell
1,909
-41
-2% -$11K 0.06% 202
2025
Q1
$516K Sell
1,950
-32
-2% -$8.46K 0.07% 174
2024
Q4
$477K Buy
+1,982
New +$477K 0.07% 144