Portside Wealth Group’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
$276K Buy
1,031
+243
+31% +$65K 0.04% 377
2025
Q1
$208K Buy
+788
New +$208K 0.03% 398