VA
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Valmark Advisers’s Travelers Companies TRV Stock Holding History

Valmark Advisers’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$304K Sell
1,137
-58
-5% -$15.5K ﹤0.01% 546
2025
Q1 		$316K Buy
1,195
+255
+27% +$67.4K ﹤0.01% 506
2024
Q4 		$226K Buy
940
+48
+5% +$11.6K ﹤0.01% 565
2024
Q3 		$209K Buy
+892
New +$209K ﹤0.01% 570