Shorepoint Capital Partners’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
Q3
$11.1M Buy
2025
Q1
$10.8M Sell
2024
Q4
$10.4M Sell
2024
Q3
$10.5M Sell
2024
Q2
$9.41M Sell
2024
Q1
$10.8M Sell
2023
Q4
$9.13M Sell
2023
Q3
$7.88M Buy
2023
Q2
$8.27M Buy
2023
Q1
$7.86M Sell
2022
Q4
$8.77M Buy
2022
Q3
$4.03M Buy
2022
Q2
$4.4M Sell
2022
Q1
$4.76M Sell
2021
Q4
$4.18M Buy
2021
Q3
$3.96M Buy
2021
Q1
$3.25M Sell
2020
Q4
$3.3M Buy
2020
Q3
$2.49M Buy
2020
Q2
$2.5M Buy
2020
Q1
$1.29M Buy