SWP
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Sagespring Wealth Partners’s Travelers Companies TRV Stock Holding History

Sagespring Wealth Partners’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$652K Buy
2,438
+397
+19% +$106K 0.01% 368
2025
Q1 		$540K Buy
2,041
+542
+36% +$143K 0.01% 368
2024
Q4 		$361K Buy
+1,499
New +$361K 0.01% 425