Whipplewood Advisors’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
$27K Buy
101
+37
+58% +$9.9K 0.01% 411
2025
Q1
$26.7K Sell
64
-37
-37% -$15.4K 0.02% 402
2024
Q4
$24.3K Buy
+101
New +$24.3K 0.01% 415