Principle Wealth Partners’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.11M Sell
2025
Q1
$4.23M Sell
2024
Q4
$4.06M Sell
2024
Q3
$3.98M Buy
2024
Q2
$3.46M Buy
2024
Q1
$3.91M Hold
2023
Q4
$3.24M Buy
2023
Q3
$2.74M Buy
2023
Q2
$2.86M Hold
2023
Q1
$2.82M Buy
2022
Q4
$3.04M Sell
2022
Q3
$2.5K Buy
2022
Q2
$2.65M Sell
2022
Q1
$2.93M Buy
2021
Q4
$2.48M Buy
2021
Q3
$2.4M Sell
2021
Q2
$2.38M Buy
2021
Q1
$2.36M Buy
2020
Q4
$2.13M Buy
2020
Q3
Sell
2020
Q2
$135K Buy
2019
Q4
Sell
2019
Q3
$203K Buy