Welch & Forbes’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 | $729K | Hold |
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|
2025
Q2 | $699K | Sell |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $750K | Hold |
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|
2023
Q4 | $621K | Hold |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $617K | Hold |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $578K | Hold |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $477K | Hold |
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|
2021
Q1 | $479K | Buy |
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|
2020
Q4 | $443K | Hold |
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|
2020
Q3 | $342K | Sell |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $449K | Hold |
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|
2019
Q3 | $488K | Buy |
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|
2019
Q2 | $469K | Hold |
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|
2019
Q1 | $431K | Sell |
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|
2018
Q4 | $377K | Buy |
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|
2018
Q3 | $323K | Hold |
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|
2018
Q2 | $305K | Hold |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $339K | Buy |
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|
2017
Q3 | $305K | Sell |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $471K | Buy |
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|
2016
Q3 | $407K | Buy |
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|
2016
Q2 | $419K | Hold |
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|
2016
Q1 | $410K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $350K | Hold |
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|
2015
Q2 | $340K | Sell |
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|
2015
Q1 | $424K | Sell |
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|
2014
Q4 | $650K | Hold |
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|
2014
Q3 | $577K | Sell |
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|
2014
Q2 | $689K | Buy |
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|
2014
Q1 | $522K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $550K | Buy |
|