Strategic Planning Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
19,700
+866
| +5% | +$232K | 0.86% | 44 |
|
|
2025
Q1 | $4.98M | Buy |
18,834
+1,994
| +12% | +$527K | 0.97% | 33 |
|
|
2024
Q4 | $4.06M | Buy |
16,840
+582
| +4% | +$140K | 0.75% | 45 |
|
|
2024
Q3 | $3.81M | Buy |
16,258
+981
| +6% | +$230K | 0.75% | 49 |
|
|
2024
Q2 | $3.11M | Buy |
15,277
+2,347
| +18% | +$477K | 0.68% | 57 |
|
|
2024
Q1 | $2.98M | Buy |
12,930
+1,458
| +13% | +$336K | 0.74% | 36 |
|
|
2023
Q4 | $2.19M | Buy |
+11,472
| New | +$2.19M | 0.72% | 44 |
|