PL
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Plancorp LLC’s Travelers Companies TRV Stock Holding History

Plancorp LLC’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 		$369K Buy
1,378
+17
+1% +$4.55K 0.01% 263
2025
Q1 		$360K Buy
1,361
+125
+10% +$33.1K 0.01% 253
2024
Q4 		$298K Buy
+1,236
New +$298K 0.01% 253