Principal Securities’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 | $834K | Buy |
3,117
+134
| +4% | +$35.9K | 0.02% | 668 |
|
|
2025
Q1 | $719K | Hold |
2,983
| – | – | 0.02% | 663 |
|
|
2024
Q4 | $719K | Buy |
2,983
+354
| +13% | +$85.3K | 0.02% | 661 |
|
|
2024
Q3 | $616K | Buy |
2,629
+321
| +14% | +$75.2K | 0.01% | 690 |
|
|
2024
Q2 | $469K | Buy |
2,308
+536
| +30% | +$109K | 0.01% | 722 |
|
|
2024
Q1 | $408K | Buy |
1,772
+418
| +31% | +$96.2K | 0.01% | 753 |
|
|
2023
Q4 | $258K | Buy |
+1,354
| New | +$258K | 0.01% | 848 |
|