QTR Family Wealth’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
$251K Buy
938
+129
+16% +$34.5K 0.16% 141
2025
Q1
$214K Buy
+809
New +$214K 0.16% 152