A detailed history of Icon Wealth Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,848 shares of TRV stock, worth $2.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,848
Previous 12,119 35.24%
Holding current value
$2.06 Million
Previous $2.46 Million 25.45%
% of portfolio
0.05%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$201.87 - $242.35 $833,319 - $1 Million
4,128 Added 52.6%
11,976 $2.8 Million
Q3 2024

Nov 12, 2024

SELL
$201.87 - $242.35 $862,186 - $1.04 Million
-4,271 Reduced 35.24%
7,848 $1.84 Million
Q2 2024

Aug 14, 2024

BUY
$203.34 - $230.89 $417,863 - $474,478
2,055 Added 20.42%
12,119 $2.46 Million
Q1 2024

May 15, 2024

SELL
$191.3 - $230.14 $152,466 - $183,421
-797 Reduced 7.34%
10,064 $2.32 Million
Q4 2023

Feb 14, 2024

BUY
$157.92 - $190.49 $1.72 Million - $2.07 Million
10,861 New
10,861 $2.07 Million

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 $61.6B
  • 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
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