Kurt F. Somerville’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
Q2 | $421K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $295K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $208K | Hold |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $205K | Hold |
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|
2016
Q4 | $208K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $202K | Buy |
|