&Partners’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 | $3.74M | Buy |
13,966
+2,548
| +22% | +$683K | 0.03% | 454 |
|
|
2025
Q1 | $2.99M | Sell |
11,418
-803
| -7% | -$210K | 0.03% | 421 |
|
|
2024
Q4 | $2.96M | Buy |
12,221
+4,468
| +58% | +$1.08M | 0.04% | 385 |
|
|
2024
Q3 | $1.82M | Buy |
7,753
+5,721
| +282% | +$1.34M | 0.04% | 382 |
|
|
2024
Q2 | $413K | Buy |
+2,032
| New | +$413K | 0.02% | 606 |
|
|
2024
Q1 | – | Sell |
-1,089
| Closed | -$207K | – | 508 |
|
|
2023
Q4 | $207K | Buy |
+1,089
| New | +$207K | 0.05% | 268 |
|