Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $543K | Buy |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $549K | Hold |
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|
2019
Q2 | $552K | Buy |
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|
2019
Q1 | $498K | Buy |
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|
2018
Q4 | $434K | Sell |
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|
2018
Q3 | $482K | Sell |
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|
2018
Q2 | $805K | Buy |
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|
2018
Q1 | $487K | Buy |
|