UAG
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United Advisor Group’s Travelers Companies TRV Stock Holding History

United Advisor Group’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Buy
1,245
+23
+2% +$6.15K 0.06% 300
2025
Q1 		$323K Sell
1,222
-452
-27% -$120K 0.07% 264
2024
Q4 		$403K Buy
1,674
+336
+25% +$80.9K 0.08% 235
2024
Q3 		$313K Buy
+1,338
New +$313K 0.07% 273