Sutton Place Investors’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,507
Closed -$1.09M 134
2024
Q4
$1.09M Buy
4,507
+7
+0.2% +$1.69K 0.63% 43
2024
Q3
$1.05M Buy
4,500
+18
+0.4% +$4.21K 0.64% 44
2024
Q2
$911K Buy
4,482
+7
+0.2% +$1.42K 0.61% 46
2024
Q1
$1.03M Buy
+4,475
New +$1.03M 0.51% 58