Evernest Financial Advisors’s Travelers Companies TRV Stock Holding History

Evernest Financial Advisors’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	$844K	Buy
2025 Q1	$825K	Sell
2024 Q4	$761K	Buy
2024 Q3	$615K	Sell
2024 Q2	$542K	Buy
2024 Q1	$486K	Buy
2023 Q4	$430K	Buy
2021 Q4	$475K	Buy