Evercore Wealth Management’s Travelers Companies TRV Stock Holding History

Evercore Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.72M	Sell
2025 Q1	$2.89M	Hold
2024 Q4	$2.63M	Buy
2024 Q3	$2.55M	Buy
2024 Q2	$2.21M	Hold
2024 Q1	$2.5M	Sell
2023 Q4	$2.08M	Buy
2023 Q3	$1.77M	Sell
2023 Q2	$1.95M	Buy
2023 Q1	$1.79M	Sell
2022 Q4	$1.96M	Buy
2022 Q3	$1.6M	Hold
2022 Q2	$1.77M	Sell
2022 Q1	$2.62M	Hold
2021 Q4	$2.25M	Hold
2021 Q3	$2.18M	Sell
2021 Q2	$2.16M	Sell
2021 Q1	$2.18M	Sell
2020 Q4	$2.05M	Buy
2020 Q3	$1.57M	Sell
2020 Q2	$1.87M	Sell
2020 Q1	$1.66M	Sell
2019 Q4	$2.53M	Buy
2019 Q3	$2.74M	Sell
2019 Q2	$2.83M	Buy
2019 Q1	$2.59M	Sell
2018 Q4	$2.47M	Sell
2018 Q3	$2.79M	Sell
2018 Q2	$2.64M	Buy
2018 Q1	$2.85M	Sell
2017 Q4	$2.82M	Sell
2017 Q3	$2.56M	Hold
2017 Q2	$2.64M	Buy
2017 Q1	$2.48M	Sell
2016 Q4	$2.59M	Sell
2016 Q3	$2.58M	Sell
2016 Q2	$2.74M	Buy
2016 Q1	$2.68M	Buy
2015 Q4	$2.58M	Buy
2015 Q3	$2.08M	Buy
2015 Q2	$1.31M	Sell
2015 Q1	$1.56M	Sell
2014 Q4	$1.55M	Hold
2014 Q3	$1.38M	Hold
2014 Q2	$1.38M	Sell
2014 Q1	$1.26M	Sell
2013 Q4	$1.34M	Sell
2013 Q3	$1.26M	Buy
2013 Q2	$1.14M	Buy