Tilia Fiduciary Partners’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
Q3 | – | Sell |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $149K | Buy |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $150K | Sell |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $181K | Sell |
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|
2021
Q4 | $156K | Buy |
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