Karpas Strategies’s Travelers Companies TRV Stock Holding History

Karpas Strategies’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
2024 Q2	$577K	Hold
2024 Q1	$654K	Hold
2023 Q4	$541K	Hold
2023 Q3	$464K	Hold
2023 Q2	$493K	Hold
2023 Q1	$487K	Hold
2022 Q4	$532K	Hold
2022 Q3	$435K	Hold
2022 Q2	$480K	Hold
2022 Q1	$519K	Hold
2021 Q4	$444K	Hold
2021 Q3	$451K	Hold
2021 Q2	$425K	Hold
2021 Q1	$427K	Hold
2020 Q4	$399K	Hold
2020 Q3	$307K	Hold
2020 Q2	$324K	Hold
2020 Q1	$282K	Sell
2019 Q4	$911K	Hold
2019 Q3	$989K	Hold
2019 Q2	$994K	Hold
2019 Q1	$912K	Hold
2018 Q4	$796K	Hold
2018 Q3	$863K	Hold
2018 Q2	$814K	Hold
2018 Q1	$923K	Hold
2017 Q4	$902K	Hold
2017 Q3	$815K	Hold
2017 Q2	$841K	Hold
2017 Q1	$802K	Hold
2016 Q4	$814K	Hold
2016 Q3	$762K	Hold
2016 Q2	$792K	Hold
2016 Q1	$776K	Hold
2015 Q4	$751K	Hold
2015 Q3	$662K	Hold
2015 Q2	$643K	Hold
2015 Q1	$719K	Hold
2014 Q4	$704K	Hold
2014 Q3	$625K	Hold
2014 Q2	$626K	Hold
2014 Q1	$566K	Hold
2013 Q4	$602K	Hold
2013 Q3	$564K	Hold
2013 Q2	$531K	Buy