PFM
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Phillips Financial Management’s Travelers Companies TRV Stock Holding History

Phillips Financial Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$275K Buy
1,027
+108
+12% +$28.9K 0.02% 164
2025
Q1 		$243K Buy
919
+54
+6% +$14.3K 0.02% 168
2024
Q4 		$208K Buy
+865
New +$208K 0.02% 173