A detailed history of 9258 Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 948 shares of TRV stock, worth $250,053. This represents 0.03% of its overall portfolio holdings.

Number of Shares
948
Previous 1,037 8.58%
Holding current value
$250,053
Previous $210,000 5.24%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$201.87 - $242.35 $17,966 - $21,569
-89 Reduced 8.58%
948 $221,000
Q2 2024

Aug 02, 2024

SELL
$203.34 - $230.89 $31,111 - $35,326
-153 Reduced 12.86%
1,037 $210,000
Q1 2024

May 03, 2024

SELL
$191.3 - $230.14 $136,014 - $163,629
-711 Reduced 37.4%
1,190 $273,000
Q4 2023

Feb 06, 2024

BUY
$157.92 - $190.49 $3,632 - $4,381
23 Added 1.22%
1,901 $362,000
Q3 2023

Nov 08, 2023

SELL
$159.89 - $174.87 $19,186 - $20,984
-120 Reduced 6.01%
1,878 $306,000
Q2 2023

Aug 08, 2023

BUY
$168.37 - $183.75 $5,724 - $6,247
34 Added 1.73%
1,998 $346,000
Q1 2023

May 03, 2023

SELL
$163.86 - $193.88 $13,272 - $15,704
-81 Reduced 3.96%
1,964 $336,000
Q4 2022

Feb 03, 2023

SELL
$156.88 - $190.43 $26,983 - $32,753
-172 Reduced 7.76%
2,045 $383,000
Q3 2022

Nov 08, 2022

BUY
$150.6 - $174.11 $29,367 - $33,951
195 Added 9.64%
2,217 $340,000
Q2 2022

Aug 04, 2022

BUY
$159.77 - $185.64 $59,753 - $69,429
374 Added 22.69%
2,022 $342,000
Q1 2022

May 13, 2022

SELL
$155.75 - $187.75 $45,790 - $55,198
-294 Reduced 15.14%
1,648 $301,000
Q4 2021

Feb 11, 2022

BUY
$145.48 - $162.37 $8,146 - $9,092
56 Added 2.97%
1,942 $304,000
Q3 2021

Nov 12, 2021

BUY
$146.82 - $162.58 $32,006 - $35,442
218 Added 13.07%
1,886 $287,000
Q2 2021

Aug 13, 2021

BUY
$144.76 - $161.67 $46,178 - $51,572
319 Added 23.65%
1,668 $250,000
Q1 2021

May 11, 2021

SELL
$134.53 - $157.92 $32,421 - $38,058
-241 Reduced 15.16%
1,349 $203,000
Q4 2020

Feb 10, 2021

SELL
$107.81 - $140.37 $34,391 - $44,778
-319 Reduced 16.71%
1,590 $223,000
Q3 2020

Nov 13, 2020

SELL
$107.44 - $122.24 $57,372 - $65,276
-534 Reduced 21.86%
1,909 $230,000
Q2 2020

Aug 13, 2020

BUY
$89.86 - $128.0 $7,907 - $11,264
88 Added 3.74%
2,443 $279,000
Q1 2020

May 05, 2020

BUY
$81.69 - $141.34 $14,949 - $25,865
183 Added 8.43%
2,355 $242,000
Q4 2019

Feb 06, 2020

BUY
$128.93 - $145.55 $280,035 - $316,134
2,172 New
2,172 $297,000

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 $61.8B
  • 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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