9258 Wealth Management, LLC Travelers Companies, Inc. Transaction History

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024

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 1,037 shares of TRV stock, worth $248,620. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,037
Previous 1,190 12.86%
Holding current value
$248,620
Previous $273,000 23.08%
% of portfolio
0.03%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,519
Shares Held
179M
Call Options Held
432K
Put Options Held
737K
View Full List

About TRAVELERS COMPANIES, INC.

TRV Quotes by TradingView
  • Ticker TRV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 234,348,000
  • Market Cap $56.2B
  • 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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