EWM
Evercore Wealth Management’s Travelers Companies TRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
10,164
-750
| -7% | -$201K | 0.04% | 136 |
|
|
2025
Q1 | $2.89M | Hold |
10,914
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $2.63M | Buy |
10,914
+9
| +0.1% | +$2.17K | 0.04% | 137 |
|
|
2024
Q3 | $2.55M | Buy |
10,905
+24
| +0.2% | +$5.62K | 0.04% | 140 |
|
|
2024
Q2 | $2.21M | Hold |
10,881
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $2.5M | Sell |
10,881
-39
| -0.4% | -$8.98K | 0.04% | 145 |
|
|
2023
Q4 | $2.08M | Buy |
10,920
+94
| +0.9% | +$17.9K | 0.03% | 159 |
|
|
2023
Q3 | $1.77M | Sell |
10,826
-426
| -4% | -$69.6K | 0.03% | 165 |
|
|
2023
Q2 | $1.95M | Buy |
11,252
+792
| +8% | +$138K | 0.04% | 159 |
|
|
2023
Q1 | $1.79M | Sell |
10,460
-11
| -0.1% | -$1.89K | 0.04% | 159 |
|
|
2022
Q4 | $1.96M | Buy |
10,471
+20
| +0.2% | +$3.75K | 0.04% | 155 |
|
|
2022
Q3 | $1.6M | Hold |
10,451
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $1.77M | Sell |
10,451
-3,908
| -27% | -$661K | 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% | -$10.5K | 0.04% | 161 |
|
|
2021
Q2 | $2.16M | Sell |
14,428
-75
| -0.5% | -$11.2K | 0.04% | 167 |
|
|
2021
Q1 | $2.18M | Sell |
14,503
-94
| -0.6% | -$14.1K | 0.04% | 160 |
|
|
2020
Q4 | $2.05M | Buy |
14,597
+52
| +0.4% | +$7.3K | 0.04% | 155 |
|
|
2020
Q3 | $1.57M | Sell |
14,545
-1,868
| -11% | -$202K | 0.04% | 161 |
|
|
2020
Q2 | $1.87M | Sell |
16,413
-247
| -1% | -$28.2K | 0.05% | 146 |
|
|
2020
Q1 | $1.66M | Sell |
16,660
-1,797
| -10% | -$179K | 0.05% | 145 |
|
|
2019
Q4 | $2.53M | Buy |
18,457
+33
| +0.2% | +$4.52K | 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% | +$5.08K | 0.09% | 126 |
|
|
2019
Q1 | $2.59M | Sell |
18,875
-1,722
| -8% | -$236K | 0.08% | 126 |
|
|
2018
Q4 | $2.47M | Sell |
20,597
-897
| -4% | -$107K | 0.09% | 118 |
|
|
2018
Q3 | $2.79M | Sell |
21,494
-93
| -0.4% | -$12.1K | 0.09% | 121 |
|
|
2018
Q2 | $2.64M | Buy |
21,587
+1,041
| +5% | +$127K | 0.09% | 118 |
|
|
2018
Q1 | $2.85M | Sell |
20,546
-224
| -1% | -$31.1K | 0.11% | 106 |
|
|
2017
Q4 | $2.82M | Sell |
20,770
-86
| -0.4% | -$11.7K | 0.1% | 110 |
|
|
2017
Q3 | $2.56M | Hold |
20,856
| – | – | 0.1% | 119 |
|
|
2017
Q2 | $2.64M | Buy |
20,856
+299
| +1% | +$37.8K | 0.1% | 115 |
|
|
2017
Q1 | $2.48M | Sell |
20,557
-592
| -3% | -$71.4K | 0.1% | 119 |
|
|
2016
Q4 | $2.59M | Sell |
21,149
-1,377
| -6% | -$169K | 0.11% | 113 |
|
|
2016
Q3 | $2.58M | Sell |
22,526
-498
| -2% | -$57K | 0.11% | 116 |
|
|
2016
Q2 | $2.74M | Buy |
23,024
+89
| +0.4% | +$10.6K | 0.12% | 112 |
|
|
2016
Q1 | $2.68M | Buy |
22,935
+100
| +0.4% | +$11.7K | 0.12% | 109 |
|
|
2015
Q4 | $2.58M | Buy |
22,835
+1,892
| +9% | +$214K | 0.12% | 114 |
|
|
2015
Q3 | $2.09M | Buy |
20,943
+7,376
| +54% | +$734K | 0.1% | 121 |
|
|
2015
Q2 | $1.31M | Sell |
13,567
-906
| -6% | -$87.6K | 0.06% | 172 |
|
|
2015
Q1 | $1.57M | Sell |
14,473
-176
| -1% | -$19K | 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% | -$13.1K | 0.07% | 159 |
|
|
2014
Q1 | $1.26M | Sell |
14,788
-10
| -0.1% | -$849 | 0.07% | 164 |
|
|
2013
Q4 | $1.34M | Sell |
14,798
-150
| -1% | -$13.6K | 0.07% | 166 |
|
|
2013
Q3 | $1.27M | Buy |
14,948
+676
| +5% | +$57.2K | 0.07% | 190 |
|
|
2013
Q2 | $1.14M | Buy |
+14,272
| New | +$1.14M | 0.06% | 195 |
|