SIA
SGL Investment Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
19,733
+345
| +2% | +$88.5K | 2.41% | 12 |
|
|
2025
Q1 | $5.25M | Sell |
19,388
-501
| -3% | -$136K | 2.71% | 8 |
|
|
2024
Q4 | $4.79M | Buy |
19,889
+430
| +2% | +$103K | 2.41% | 17 |
|
|
2024
Q3 | $4.99M | Buy |
+19,459
| New | +$4.99M | 2.56% | 10 |
|