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EVOKE WEALTH, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1793432 Los Angeles, CA

Position in TRV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$865,997
+$150,129 QoQ
Shares Held
2,969
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

All Filings in TRV

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $865,997 2,969
2025-12-31 $715,868 2,468
2025-09-30 $684,926 2,453
2025-06-30 $619,890 2,317
2025-03-31 $369,186 1,396
2024-12-31 $282,323 1,172
2022-09-30 $76,906 502
2022-06-30 $80,675 477
2022-03-31 $98,308 538
2021-12-31 $527,951 3,375
2021-09-30 $512,729 3,373
2021-06-30 $584,916 3,907
2021-03-31 $508,502 3,381
2020-12-31 $141,633 1,009
2020-09-30 $161,635 1,494
2020-06-30 $156,932 1,376
2020-03-31 $256,720 2,584