Van Hulzen Asset Management’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 | $859K | Buy |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $866K | Hold |
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|
2024
Q3 | $842K | Buy |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $873K | Buy |
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|
2023
Q4 | $723K | Hold |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q4 | $842K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $105K | Hold |
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|
2015
Q4 | $102K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $254K | Buy |
|