The Family Firm’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 | – | Sell |
-878
| Closed | -$232K | – | 187 |
|
|
2025
Q1 | $232K | Buy |
878
+1
| +0.1% | +$264 | 0.05% | 194 |
|
|
2024
Q4 | $211K | Hold |
877
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $205K | Hold |
877
| – | – | 0.05% | 206 |
|
|
2024
Q2 | $178K | Buy |
877
+1
| +0.1% | +$203 | 0.04% | 210 |
|
|
2024
Q1 | $202K | Buy |
+876
| New | +$202K | 0.05% | 195 |
|