Orion Portfolio Solutions’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
Q1 | $4.82M | Sell |
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|
2024
Q4 | $4.49M | Buy |
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|
2024
Q3 | $4.25M | Buy |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $3.75M | Sell |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $76K | Sell |
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|
2019
Q4 | $126K | Buy |
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