WFA 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
Q2
$474K Buy
2025
Q1
$531K Sell
2024
Q4
$566K Buy
2024
Q3
$548K Buy
2024
Q2
$474K Buy
2024
Q1
$531K Buy
2023
Q4
$437K Buy
2023
Q3
$373K Buy
2023
Q2
$394K Buy
2023
Q1
$387K Buy
2022
Q4
$421K Buy
2022
Q3
$342K Buy
2022
Q2
$375K Buy
2022
Q1
$404K Buy
2021
Q4
$344K Buy