Robertson Stephens Wealth Management’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 | $395K | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $419K | Buy |
|