Union Savings Bank’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 | $889K | Sell |
3,416
-136
| -4% | -$35.4K | 0.41% | 48 |
|
|
2025
Q1 | $939K | Sell |
3,552
-991
| -22% | -$262K | 0.46% | 43 |
|
|
2024
Q4 | $1.09M | Sell |
4,543
-181
| -4% | -$43.6K | 0.54% | 39 |
|
|
2024
Q3 | $1.11M | Sell |
4,724
-163
| -3% | -$38.2K | 0.54% | 41 |
|
|
2024
Q2 | $994K | Sell |
4,887
-90
| -2% | -$18.3K | 0.52% | 45 |
|
|
2024
Q1 | $1.15M | Sell |
4,977
-242
| -5% | -$55.7K | 0.6% | 36 |
|
|
2023
Q4 | $994K | Sell |
5,219
-284
| -5% | -$54.1K | 0.56% | 42 |
|
|
2023
Q3 | $899K | Hold |
5,503
| – | – | 0.56% | 46 |
|
|
2023
Q2 | $950K | Buy |
+5,503
| New | +$950K | 0.57% | 49 |
|