SAG
SageView Advisory Group’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
950
+44
| +5% | +$11.2K | 0.01% | 552 |
|
|
2025
Q1 | $240K | Buy |
906
+55
| +6% | +$14.5K | 0.01% | 535 |
|
|
2024
Q4 | $205K | Buy |
+851
| New | +$205K | 0.01% | 567 |
|
|
2024
Q3 | – | Sell |
-2,205
| Closed | -$448K | – | 575 |
|
|
2024
Q2 | $448K | Buy |
+2,205
| New | +$448K | 0.02% | 357 |
|
|
2024
Q1 | – | Sell |
-2,391
| Closed | -$511K | – | 835 |
|
|
2023
Q4 | $511K | Buy |
+2,391
| New | +$511K | 0.02% | 391 |
|