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Yoffe Investment Management’s Travelers Companies TRV Stock Holding History

Yoffe Investment Management’s Portfolio TRV Stock Details TRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
3,987
+1
+0% +$268 1.46% 13
2025
Q1 		$1.05M Sell
3,986
-1
-0% -$265 1.55% 14
2024
Q4 		$960K Buy
+3,987
New +$960K 1.43% 15