Waverly Advisors’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 | $1.34M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $665K | Buy |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $222K | Buy |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | $203K | Hold |
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|
2017
Q2 | $210K | Sell |
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|
2017
Q1 | $206K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $108K | Buy |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $89K | Hold |
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|
2014
Q4 | $87K | Sell |
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|
2014
Q3 | $469K | Hold |
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|
2014
Q2 | $470K | Hold |
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|
2014
Q1 | $425K | Buy |
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|
2013
Q4 | $439K | Buy |
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|
2013
Q3 | $10K | Buy |
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