West Branch Capital’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
Q2 | $47.9K | Buy |
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|
2025
Q1 | $34.1K | Hold |
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|
2024
Q4 | $31.1K | Hold |
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|
2024
Q3 | $30.2K | Buy |
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|
2024
Q2 | $25.4K | Hold |
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|
2024
Q1 | $28.8K | Hold |
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|
2023
Q4 | $23.8K | Hold |
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|
2023
Q3 | $20.4K | Hold |
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|
2023
Q2 | $21.7K | Hold |
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|
2023
Q1 | $21.4K | Hold |
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|
2022
Q4 | $23.4K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $747K | Buy |
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|
2018
Q2 | $704K | Buy |
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