SAA
Southeast Asset Advisors’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
+1,700
| New | +$455K | 0.05% | 134 |
|
|
2014
Q3 | – | Sell |
-3,400
| Closed | -$320K | – | 99 |
|
|
2014
Q2 | $320K | Hold |
3,400
| – | – | 0.12% | 78 |
|
|
2014
Q1 | $289K | Hold |
3,400
| – | – | 0.11% | 82 |
|
|
2013
Q4 | $308K | Hold |
3,400
| – | – | 0.12% | 77 |
|
|
2013
Q3 | $288K | Buy |
3,400
+400
| +13% | +$33.9K | 0.13% | 78 |
|
|
2013
Q2 | $240K | Buy |
+3,000
| New | +$240K | 0.11% | 72 |
|