Strategic Planning Group’s Travelers Companies TRV Stock Holding History

Strategic Planning Group’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$7.93M	Buy
2025 Q3	$6.98M	Buy
2025 Q2	$5.27M	Buy
2025 Q1	$4.98M	Buy
2024 Q4	$4.06M	Buy
2024 Q3	$3.81M	Buy
2024 Q2	$3.11M	Buy
2024 Q1	$2.98M	Buy
2023 Q4	$2.19M	Buy