Red Door Wealth Management’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
$353K Buy
+1,318
New +$353K 0.04% 192
2023
Q3
Sell
-2,159
Closed -$375K 226
2023
Q2
$375K Buy
+2,159
New +$375K 0.08% 151
2021
Q3
Sell
-95
Closed -$14K 570
2021
Q2
$14K Buy
+95
New +$14K 0.01% 406