Stokes Family Office’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
Q2 | $221K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $224K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $638K | Sell |
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|
2022
Q4 | $754K | Buy |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $570K | Sell |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $380K | Buy |
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|
2020
Q4 | $201K | Buy |
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