William B. Walkup & Associates’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
$3.52M Buy
+13,139
New +$3.52M 2.07% 11
2025
Q1
Sell
-12,743
Closed -$3.07M 163
2024
Q4
$3.07M Sell
12,743
-50
-0.4% -$12K 1.94% 14
2024
Q3
$3M Buy
+12,793
New +$3M 1.85% 16