A detailed history of Appleton Partners Inc transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 2,164 shares of TRV stock, worth $567,985. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,164
Previous 2,164 -0.0%
Holding current value
$567,985
Previous $440,000 15.23%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jul 02, 2024

SELL
$203.34 - $230.89 $20,334 - $23,089
-100 Reduced 4.42%
2,164 $440,000
Q1 2024

Apr 01, 2024

SELL
$191.3 - $230.14 $9,565 - $11,507
-50 Reduced 2.16%
2,264 $521,000
Q4 2023

Jan 02, 2024

BUY
$157.92 - $190.49 $28,583 - $34,478
181 Added 8.49%
2,314 $441,000
Q2 2023

Jul 10, 2023

SELL
$168.37 - $183.75 $1,346 - $1,470
-8 Reduced 0.37%
2,133 $370,000
Q4 2022

Jan 19, 2023

SELL
$156.88 - $190.43 $17,570 - $21,328
-112 Reduced 4.97%
2,141 $401,000
Q3 2022

Oct 27, 2022

SELL
$150.6 - $174.11 $1,355 - $1,566
-9 Reduced 0.4%
2,253 $345,000
Q2 2022

Jul 08, 2022

BUY
$159.77 - $185.64 $11,343 - $13,180
71 Added 3.24%
2,262 $383,000
Q4 2021

Feb 03, 2022

SELL
$145.48 - $162.37 $58,191 - $64,948
-400 Reduced 15.44%
2,191 $343,000
Q2 2021

Jul 07, 2021

BUY
$144.76 - $161.67 $47,047 - $52,542
325 Added 14.34%
2,591 $388,000
Q4 2020

Jan 19, 2021

SELL
$107.81 - $140.37 $20,160 - $26,249
-187 Reduced 7.62%
2,266 $318,000
Q3 2020

Oct 14, 2020

SELL
$107.44 - $122.24 $26,000 - $29,582
-242 Reduced 8.98%
2,453 $265,000
Q2 2020

Aug 14, 2020

SELL
$89.86 - $128.0 $12,490 - $17,792
-139 Reduced 4.9%
2,695 $307,000
Q1 2020

May 04, 2020

SELL
$81.69 - $141.34 $12,253 - $21,201
-150 Reduced 5.03%
2,834 $282,000
Q4 2019

Jan 13, 2020

BUY
$128.93 - $145.55 $17,921 - $20,231
139 Added 4.89%
2,984 $409,000
Q2 2019

Jul 25, 2019

BUY
$135.19 - $153.13 $20,278 - $22,969
150 Added 5.57%
2,845 $425,000
Q1 2019

Apr 17, 2019

BUY
$115.26 - $137.16 $34,116 - $40,599
296 Added 12.34%
2,695 $370,000
Q4 2018

Jan 17, 2019

BUY
$112.63 - $131.66 $19,597 - $22,908
174 Added 7.82%
2,399 $287,000
Q3 2018

Oct 09, 2018

SELL
$122.39 - $134.44 $12,239 - $13,444
-100 Reduced 4.3%
2,225 $289,000
Q2 2018

Aug 08, 2018

BUY
$121.34 - $139.29 $1,698 - $1,950
14 Added 0.61%
2,325 $284,000
Q4 2017

Jan 12, 2018

SELL
$123.32 - $136.36 $7,275 - $8,045
-59 Reduced 2.49%
2,311 $313,000
Q3 2017

Oct 12, 2017

BUY
$115.18 - $130.15 $272,976 - $308,455
2,370
2,370 $290,000

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 $61.5B
  • 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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