Retirement Planning Group (Kansas)’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $398K | Buy |
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|
2025
Q3 | $382K | Buy |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $318K | Buy |
|