Univest Financial’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
$435K Hold
1,627
0.03% 198
2025
Q1
$430K Sell
1,627
-68
-4% -$18K 0.03% 209
2024
Q4
$408K Hold
1,695
0.03% 214
2024
Q3
$397K Buy
+1,695
New +$397K 0.03% 219