Plato Investment Management’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 | $1.35M | Buy |
5,065
+3
| +0.1% | +$800 | 0.1% | 208 |
|
|
2025
Q1 | $1.35M | Sell |
5,062
-297
| -6% | -$79.4K | 0.11% | 197 |
|
|
2024
Q4 | $1.3M | Hold |
5,359
| – | – | 0.1% | 226 |
|
|
2024
Q3 | $1.25M | Sell |
5,359
-10
| -0.2% | -$2.34K | 0.1% | 212 |
|
|
2024
Q2 | $1.09M | Hold |
5,369
| – | – | 0.1% | 195 |
|
|
2024
Q1 | $1.24M | Buy |
5,369
+4,426
| +469% | +$1.02M | 0.13% | 177 |
|
|
2023
Q4 | $180K | Buy |
+943
| New | +$180K | 0.22% | 110 |
|