Peak Asset Management’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
Q2 | $500K | Buy |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $425K | Hold |
|
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|
2024
Q2 | $369K | Hold |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $411K | Hold |
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|
2018
Q2 | $387K | Sell |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $466K | Hold |
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|
2017
Q3 | $421K | Hold |
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|
2017
Q2 | $435K | Sell |
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|
2017
Q1 | $426K | Sell |
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|
2016
Q4 | $435K | Buy |
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|
2016
Q3 | $403K | Buy |
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|
2016
Q2 | $394K | Buy |
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|
2016
Q1 | $217K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $348K | Buy |
|