Shulman DeMeo Asset Management’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
Q4
Sell
2025
Q3
$285K Buy
2025
Q2
$273K Buy
2025
Q1
$270K Buy
2024
Q3
Sell
2024
Q2
$207K Sell
2024
Q1
$241K Buy