A detailed history of Schechter Investment Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,226 shares of TRV stock, worth $525,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,226
Previous 2,430 8.4%
Holding current value
$525,625
Previous $559,000 19.14%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$203.34 - $230.89 $41,481 - $47,101
-204 Reduced 8.4%
2,226 $452,000
Q1 2024

May 06, 2024

BUY
$191.3 - $230.14 $61,981 - $74,565
324 Added 15.38%
2,430 $559,000
Q4 2023

Jan 17, 2024

SELL
$157.92 - $190.49 $14,054 - $16,953
-89 Reduced 4.05%
2,106 $401,000
Q3 2023

Nov 06, 2023

SELL
$159.89 - $174.87 $639 - $699
-4 Reduced 0.18%
2,195 $358,000
Q2 2023

Jul 26, 2023

BUY
$168.37 - $183.75 $6,398 - $6,982
38 Added 1.76%
2,199 $381,000
Q1 2023

Apr 28, 2023

BUY
$163.86 - $193.88 $21,629 - $25,592
132 Added 6.51%
2,161 $370,000
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $19,296 - $23,422
123 Added 6.45%
2,029 $380,000
Q3 2022

Nov 04, 2022

SELL
$150.6 - $174.11 $156,925 - $181,422
-1,042 Reduced 35.35%
1,906 $292,000
Q2 2022

Nov 03, 2022

BUY
$159.77 - $185.64 $471,001 - $547,266
2,948 New
2,948 $499,000
Q1 2022

Nov 18, 2022

BUY
$155.75 - $187.75 $1,246 - $1,502
8 Added 0.42%
1,914 $350,000
Q4 2021

Dec 27, 2022

SELL
$145.48 - $162.37 $22,258 - $24,842
-153 Reduced 8.03%
1,753 $274,000

Others Institutions Holding TRV

About TRAVELERS COMPANIES, INC.


  • Ticker TRV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 234,348,000
  • Market Cap $55.3B
  • Description
  • The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The company operates through three segments: Business Insurance, Bond & Specialty ...
More about TRV
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.