Principia Wealth Advisory’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	$3.21K	Buy	12 +5	+71%	+$1.34K	﹤0.01%	293
2025 Q1	$1.74K	Buy	7 +1	+17%	+$248	﹤0.01%	301
2024 Q4	$1.45K	Buy	+6	New	+$1.45K	﹤0.01%	288