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ORG Wealth Partners’s Travelers Companies TRV Stock Holding History

ORG Wealth Partners’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$90.8K Hold
340
– – 0.02% 260
2025
Q1 		$89.9K Hold
340
– – 0.03% 295
2024
Q4 		$81.9K Buy
340
+48
+16% +$11.6K 0.03% 199
2024
Q3 		$68.4K Buy
+292
New +$68.4K 0.02% 226