Worth Asset Management’s Travelers Companies TRV Stock Holding History

Worth Asset Management’s Portfolio TRV Stock Details TRV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$236K	Sell
2025 Q2	$262K	Buy
2024 Q1	–	Sell
2023 Q4	$2.2M	Buy
2022 Q3	–	Sell
2022 Q2	$1.3M	Buy
2022 Q1	$3K	Buy