Clean Yield Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190K | Sell |
650
-21
| -3% | -$6.15K | 0.05% | 141 |
|
|
2025
Q4 | $195K | Hold |
671
| – | – | 0.05% | 138 |
|
|
2025
Q3 | $187K | Hold |
671
| – | – | 0.05% | 137 |
|
|
2025
Q2 | $180K | Hold |
671
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $177K | Hold |
671
| – | – | 0.06% | 135 |
|
|
2024
Q4 | $162K | Hold |
671
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $157K | Buy |
671
+21
| +3% | +$4.63K | 0.05% | 144 |
|
|
2024
Q2 | $132K | Hold |
650
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $150K | Hold |
650
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $124K | Hold |
650
| – | – | 0.05% | 158 |
|
|
2023
Q3 | $106K | Hold |
650
| – | – | 0.05% | 167 |
|
|
2023
Q2 | $113K | Sell |
650
-163
| -20% | -$28.7K | 0.05% | 166 |
|
|
2023
Q1 | $139K | Sell |
813
-87
| -10% | -$15.8K | 0.06% | 153 |
|
|
2022
Q4 | $169K | Hold |
900
| – | – | 0.07% | 139 |
|
|
2022
Q3 | $138K | Hold |
900
| – | – | 0.06% | 151 |
|
|
2022
Q2 | $152K | Sell |
900
-92
| -9% | -$16K | 0.06% | 154 |
|
|
2022
Q1 | $181K | Sell |
992
-193
| -16% | -$33.1K | 0.06% | 148 |
|
|
2021
Q4 | $185K | Sell |
1,185
-115
| -9% | -$18K | 0.06% | 161 |
|
|
2021
Q3 | $198K | Hold |
1,300
| – | – | 0.06% | 155 |
|
|
2021
Q2 | $195K | Buy |
+1,300
| New | +$202K | 0.07% | 144 |
|
|
2021
Q1 | – | Sell |
-1,750
| Closed | -$246K | – | 354 |
|
|
2020
Q4 | $246K | Buy |
1,750
+50
| +3% | +$6.42K | 0.09% | 126 |
|
|
2020
Q3 | $184K | Hold |
1,700
| – | – | 0.07% | 128 |
|
|
2020
Q2 | $194K | Sell |
1,700
-376
| -18% | -$39.6K | 0.08% | 123 |
|
|
2020
Q1 | $206K | Sell |
2,076
-66
| -3% | -$8.21K | 0.1% | 114 |
|
|
2019
Q4 | $293K | Sell |
2,142
-27
| -1% | -$3.67K | 0.09% | 125 |
|
|
2019
Q3 | $323K | Hold |
2,169
| – | – | 0.11% | 113 |
|
|
2019
Q2 | $324K | Buy |
2,169
+124
| +6% | +$17.9K | 0.12% | 103 |
|
|
2019
Q1 | $280K | Hold |
2,045
| – | – | 0.11% | 117 |
|
|
2018
Q4 | $245K | Buy |
2,045
+200
| +11% | +$25K | 0.11% | 120 |
|
|
2018
Q3 | $239K | Sell |
1,845
-223
| -11% | -$28.8K | 0.1% | 124 |
|
|
2018
Q2 | $253K | Buy |
2,068
+427
| +26% | +$55.9K | 0.1% | 121 |
|
|
2018
Q1 | $228K | Buy |
+1,641
| New | +$229K | 0.1% | 126 |
|
|
2017
Q2 | – | Sell |
-1,460
| Closed | -$176K | – | 262 |
|
|
2017
Q1 | $176K | Buy |
+1,460
| New | +$175K | 0.07% | 131 |
|
|
2016
Q4 | – | Sell |
-1,460
| Closed | -$167K | – | 271 |
|
|
2016
Q3 | $167K | Sell |
1,460
-75
| -5% | -$8.78K | 0.07% | 132 |
|
|
2016
Q2 | $183K | Buy |
1,535
+75
| +5% | +$8.48K | 0.08% | 124 |
|
|
2016
Q1 | $168K | Buy |
+1,460
| New | +$159K | 0.07% | 130 |
|
|
2015
Q2 | – | Sell |
-1,460
| Closed | -$158K | – | 281 |
|
|
2015
Q1 | $158K | Buy |
+1,460
| New | +$156K | 0.07% | 130 |
|
Other funds holding TRV
VCM
VPM
Clean Yield Group's TRV Position: Q1 2026 in Review
Clean Yield Group reduced its Travelers Companies (TRV) stake by 3.1% in Q1 2026, selling an estimated $6.15K and leaving 650 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #141.
Clean Yield Group first reported a position in TRV in Q1 2015 and has held it in 37 quarters since. The position peaked at $324K in Q2 2019. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.
- Clean Yield Group held 650 shares of Travelers Companies worth $190K as of Q1 2026.
- Clean Yield Group sold 21 Travelers Companies shares in Q1 2026, an estimated $6.15K.
- Travelers Companies made up 0.05% of Clean Yield Group's portfolio in Q1 2026, its #141 holding.
- Clean Yield Group first reported a position in Travelers Companies in Q1 2015 and has held it in 37 quarters since.
- Clean Yield Group's Travelers Companies position peaked at $324K in Q2 2019.
- 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.