Douglass Winthrop Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.26M | Hold |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $943K | Hold |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $990K | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $840K | Hold |
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|
2022
Q2 | $927K | Hold |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $857K | Hold |
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|
2021
Q3 | $833K | Hold |
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|
2021
Q2 | $820K | Sell |
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|
2021
Q1 | $884K | Hold |
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|
2020
Q4 | $825K | Hold |
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|
2020
Q3 | $636K | Sell |
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|
2020
Q2 | $680K | Sell |
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|
2020
Q1 | $624K | Buy |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $696K | Sell |
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|
2019
Q2 | $819K | Hold |
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|
2019
Q1 | $751K | Hold |
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|
2018
Q4 | $656K | Buy |
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|
2018
Q3 | $678K | Hold |
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|
2018
Q2 | $640K | Hold |
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|
2018
Q1 | $726K | Sell |
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|
2017
Q4 | $716K | Sell |
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|
2017
Q3 | $653K | Buy |
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|
2017
Q2 | $643K | Sell |
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|
2017
Q1 | $673K | Hold |
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|
2016
Q4 | $683K | Sell |
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|
2016
Q3 | $696K | Hold |
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|
2016
Q2 | $724K | Buy |
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|
2016
Q1 | $651K | Sell |
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|
2015
Q4 | $653K | Hold |
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|
2015
Q3 | $576K | Hold |
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|
2015
Q2 | $626K | Hold |
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|
2015
Q1 | $626K | Sell |
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|
2014
Q4 | $690K | Buy |
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|
2014
Q3 | $595K | Hold |
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|
2014
Q2 | $596K | Hold |
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|
2014
Q1 | $539K | Hold |
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|
2013
Q4 | $573K | Buy |
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|
2013
Q3 | $530K | Hold |
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|
2013
Q2 | $500K | Buy |
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