Spire Wealth 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
Q3
$2.48M Buy
2025
Q2
$1.79M Buy
2025
Q1
$649K Sell
2024
Q4
$4.48M Buy
2024
Q3
$1.22M Buy
2024
Q2
$553K Sell
2024
Q1
$702K Buy
2023
Q4
$944K Buy
2023
Q3
$453K Sell
2023
Q2
$482K Sell
2023
Q1
$488K Buy
2022
Q4
$390K Buy
2022
Q3
$246K Sell
2022
Q2
$560K Sell
2022
Q1
$994K Sell
2021
Q4
$887K Sell
2021
Q3
$867K Sell
2021
Q2
$10.3M Buy