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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overviewAll 13F holders of TRVFull Q2 2026 holdings

Shares (Q2 2026)
10,147
Value
$3.35M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,147$3.35M<0.1%−300−2.9%ReducedHolders
Q1 202610,447$3.05M<0.1%−100−0.9%ReducedHolders
Q4 202510,547$3.06M<0.1%00.0%UnchangedHolders
Q3 202510,547$2.94M<0.1%+383+3.8%AddedHolders
Q2 202510,164$2.72M<0.1%−750−6.9%ReducedHolders
Q1 202510,914$2.89M<0.1%00.0%UnchangedHolders
Q4 202410,914$2.63M<0.1%+9+0.1%AddedHolders
Q3 202410,905$2.55M<0.1%+24+0.2%AddedHolders
Q2 202410,881$2.21M<0.1%00.0%UnchangedHolders
Q1 202410,881$2.50M<0.1%−39−0.4%ReducedHolders
Q4 202310,920$2.08M<0.1%+94+0.9%AddedHolders
Q3 202310,826$1.77M<0.1%−426−3.8%ReducedHolders
Q2 202311,252$1.95M<0.1%+792+7.6%AddedHolders
Q1 202310,460$1.79M<0.1%−11−0.1%ReducedHolders
Q4 202210,471$1.96M<0.1%+20+0.2%AddedHolders
Q3 202210,451$1.60M<0.1%00.0%UnchangedHolders
Q2 202210,451$1.77M<0.1%−3,908−27.2%ReducedHolders
Q1 202214,359$2.62M<0.1%00.0%UnchangedHolders
Q4 202114,359$2.25M<0.1%00.0%UnchangedHolders
Q3 202114,359$2.18M<0.1%−69−0.5%ReducedHolders
Q2 202114,428$2.16M<0.1%−75−0.5%ReducedHolders
Q1 202114,503$2.18M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.