Evercore Wealth Management’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
Q2 | $3.35M | Sell |
10,147
-300
| -3% | -$90.9K | 0.05% | 129 |
|
|
2026
Q1 | $3.05M | Sell |
10,447
-100
| -0.9% | -$29.3K | 0.05% | 126 |
|
|
2025
Q4 | $3.06M | Hold |
10,547
| – | – | 0.04% | 130 |
|
|
2025
Q3 | $2.94M | Buy |
10,547
+383
| +4% | +$103K | 0.04% | 135 |
|
|
2025
Q2 | $2.72M | Sell |
10,164
-750
| -7% | -$198K | 0.04% | 136 |
|
|
2025
Q1 | $2.89M | Hold |
10,914
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $2.63M | Buy |
10,914
+9
| +0.1% | +$2.25K | 0.04% | 137 |
|
|
2024
Q3 | $2.55M | Buy |
10,905
+24
| +0.2% | +$5.29K | 0.04% | 140 |
|
|
2024
Q2 | $2.21M | Hold |
10,881
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $2.5M | Sell |
10,881
-39
| -0.4% | -$8.33K | 0.04% | 145 |
|
|
2023
Q4 | $2.08M | Buy |
10,920
+94
| +0.9% | +$16.3K | 0.03% | 159 |
|
|
2023
Q3 | $1.77M | Sell |
10,826
-426
| -4% | -$71.1K | 0.03% | 165 |
|
|
2023
Q2 | $1.95M | Buy |
11,252
+792
| +8% | +$140K | 0.04% | 159 |
|
|
2023
Q1 | $1.79M | Sell |
10,460
-11
| -0.1% | -$2K | 0.04% | 159 |
|
|
2022
Q4 | $1.96M | Buy |
10,471
+20
| +0.2% | +$3.6K | 0.04% | 155 |
|
|
2022
Q3 | $1.6M | Hold |
10,451
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $1.77M | Sell |
10,451
-3,908
| -27% | -$679K | 0.04% | 154 |
|
|
2022
Q1 | $2.62M | Hold |
14,359
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $2.25M | Hold |
14,359
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $2.18M | Sell |
14,359
-69
| -0.5% | -$10.7K | 0.04% | 161 |
|
|
2021
Q2 | $2.16M | Sell |
14,428
-75
| -0.5% | -$11.6K | 0.04% | 167 |
|
|
2021
Q1 | $2.18M | Sell |
14,503
-94
| -0.6% | -$13.8K | 0.04% | 160 |
|
|
2020
Q4 | $2.05M | Buy |
14,597
+52
| +0.4% | +$6.68K | 0.04% | 156 |
|
|
2020
Q3 | $1.57M | Sell |
14,545
-1,868
| -11% | -$214K | 0.04% | 161 |
|
|
2020
Q2 | $1.87M | Sell |
16,413
-247
| -1% | -$26K | 0.05% | 146 |
|
|
2020
Q1 | $1.66M | Sell |
16,660
-1,797
| -10% | -$223K | 0.05% | 145 |
|
|
2019
Q4 | $2.53M | Buy |
18,457
+33
| +0.2% | +$4.49K | 0.07% | 140 |
|
|
2019
Q3 | $2.74M | Sell |
18,424
-485
| -3% | -$72.1K | 0.08% | 129 |
|
|
2019
Q2 | $2.83M | Buy |
18,909
+34
| +0.2% | +$4.9K | 0.09% | 126 |
|
|
2019
Q1 | $2.59M | Sell |
18,875
-1,722
| -8% | -$220K | 0.08% | 126 |
|
|
2018
Q4 | $2.47M | Sell |
20,597
-897
| -4% | -$112K | 0.09% | 118 |
|
|
2018
Q3 | $2.79M | Sell |
21,494
-93
| -0.4% | -$12K | 0.09% | 121 |
|
|
2018
Q2 | $2.64M | Buy |
21,587
+1,041
| +5% | +$136K | 0.09% | 118 |
|
|
2018
Q1 | $2.85M | Sell |
20,546
-224
| -1% | -$31.3K | 0.11% | 106 |
|
|
2017
Q4 | $2.82M | Sell |
20,770
-86
| -0.4% | -$11.3K | 0.1% | 110 |
|
|
2017
Q3 | $2.56M | Hold |
20,856
| – | – | 0.1% | 119 |
|
|
2017
Q2 | $2.64M | Buy |
20,856
+299
| +1% | +$36.8K | 0.1% | 116 |
|
|
2017
Q1 | $2.48M | Sell |
20,557
-592
| -3% | -$71.1K | 0.1% | 120 |
|
|
2016
Q4 | $2.59M | Sell |
21,149
-1,377
| -6% | -$157K | 0.11% | 114 |
|
|
2016
Q3 | $2.58M | Sell |
22,526
-498
| -2% | -$58.3K | 0.11% | 116 |
|
|
2016
Q2 | $2.74M | Buy |
23,024
+89
| +0.4% | +$10.1K | 0.12% | 112 |
|
|
2016
Q1 | $2.68M | Buy |
22,935
+100
| +0.4% | +$10.9K | 0.12% | 109 |
|
|
2015
Q4 | $2.58M | Buy |
22,835
+1,892
| +9% | +$210K | 0.12% | 114 |
|
|
2015
Q3 | $2.08M | Buy |
20,943
+7,376
| +54% | +$754K | 0.1% | 121 |
|
|
2015
Q2 | $1.31M | Sell |
13,567
-906
| -6% | -$92.8K | 0.06% | 172 |
|
|
2015
Q1 | $1.56M | Sell |
14,473
-176
| -1% | -$18.8K | 0.07% | 156 |
|
|
2014
Q4 | $1.55M | Hold |
14,649
| – | – | 0.08% | 140 |
|
|
2014
Q3 | $1.38M | Hold |
14,649
| – | – | 0.07% | 161 |
|
|
2014
Q2 | $1.38M | Sell |
14,649
-139
| -0.9% | -$12.7K | 0.07% | 159 |
|
|
2014
Q1 | $1.26M | Sell |
14,788
-10
| -0.1% | -$841 | 0.07% | 164 |
|
|
2013
Q4 | $1.34M | Sell |
14,798
-150
| -1% | -$13.1K | 0.07% | 166 |
|
|
2013
Q3 | $1.26M | Buy |
14,948
+676
| +5% | +$55.9K | 0.07% | 190 |
|
|
2013
Q2 | $1.14M | Buy |
+14,272
| New | +$1.2M | 0.06% | 195 |
|
Other funds holding TRV
Evercore Wealth Management's TRV Position: Q2 2026 in Review
Evercore Wealth Management reduced its Travelers Companies (TRV) stake by 2.9% in Q2 2026, selling an estimated $90.9K and leaving 10,147 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #129.
Evercore Wealth Management first reported a position in TRV in Q2 2013 and has held it in 53 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Evercore Wealth Management held 10,147 shares of Travelers Companies worth $3.35M as of Q2 2026.
- Evercore Wealth Management sold 300 Travelers Companies shares in Q2 2026, an estimated $90.9K.
- Travelers Companies made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #129 holding.
- Evercore Wealth Management first reported a position in Travelers Companies in Q2 2013 and has held it in 53 quarters since.
- 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.