Segment Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
1,612
+3
| +0.2% | +$803 | 0.03% | 215 |
|
|
2025
Q1 | $426K | Buy |
1,609
+375
| +30% | +$99.2K | 0.03% | 208 |
|
|
2024
Q4 | $297K | Hold |
1,234
| – | – | 0.02% | 224 |
|
|
2024
Q3 | $289K | Hold |
1,234
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $251K | Hold |
1,234
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $284K | Buy |
+1,234
| New | +$284K | 0.02% | 216 |
|