A detailed history of Avantax Advisory Services, Inc. transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 27,081 shares of TRV stock, worth $7.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,081
Previous 25,395 6.64%
Holding current value
$7.11 Million
Previous $5.16 Million 22.8%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024

BUY
$201.87 - $242.35 $340,352 - $408,602
1,686 Added 6.64%
27,081 $6.34 Million
Q2 2024

Aug 09, 2024

BUY
$203.34 - $230.89 $1.3 Million - $1.48 Million
6,402 Added 33.71%
25,395 $5.16 Million
Q1 2024

May 08, 2024

SELL
$191.3 - $230.14 $94,884 - $114,149
-496 Reduced 2.55%
18,993 $4.37 Million
Q4 2023

Feb 07, 2024

SELL
$157.92 - $190.49 $57,324 - $69,147
-363 Reduced 1.83%
19,489 $3.71 Million
Q3 2023

Nov 07, 2023

BUY
$159.89 - $174.87 $891,386 - $974,900
5,575 Added 39.05%
19,852 $3.24 Million
Q2 2023

Aug 11, 2023

BUY
$168.37 - $183.75 $134,359 - $146,632
798 Added 5.92%
14,277 $2.48 Million
Q1 2023

Apr 28, 2023

SELL
$163.86 - $193.88 $175,985 - $208,227
-1,074 Reduced 7.38%
13,479 $2.31 Million
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $74,674 - $90,644
476 Added 3.38%
14,553 $2.73 Million
Q3 2022

Nov 01, 2022

BUY
$150.6 - $174.11 $156,172 - $180,552
1,037 Added 7.95%
14,077 $2.16 Million
Q2 2022

Aug 02, 2022

SELL
$159.77 - $185.64 $2,236 - $2,598
-14 Reduced 0.11%
13,040 $2.21 Million
Q1 2022

Apr 27, 2022

SELL
$155.75 - $187.75 $71,489 - $86,177
-459 Reduced 3.4%
13,054 $2.38 Million
Q4 2021

Jan 24, 2022

BUY
$145.48 - $162.37 $114,347 - $127,622
786 Added 6.18%
13,513 $2.11 Million
Q3 2021

Oct 21, 2021

BUY
$146.82 - $162.58 $97,928 - $108,440
667 Added 5.53%
12,727 $1.94 Million
Q2 2021

Jul 29, 2021

SELL
$144.76 - $161.67 $104,227 - $116,402
-720 Reduced 5.63%
12,060 $1.81 Million
Q1 2021

May 13, 2021

SELL
$134.53 - $157.92 $101,301 - $118,913
-753 Reduced 5.56%
12,780 $1.93 Million
Q4 2020

Jan 22, 2021

SELL
$107.81 - $140.37 $807,173 - $1.05 Million
-7,487 Reduced 35.62%
13,533 $1.9 Million
Q3 2020

Oct 14, 2020

BUY
$107.44 - $122.24 $407,842 - $464,023
3,796 Added 22.04%
21,020 $2.27 Million
Q2 2020

Aug 06, 2020

BUY
$89.86 - $128.0 $15,366 - $21,888
171 Added 1.0%
17,224 $1.97 Million
Q1 2020

Apr 30, 2020

BUY
$81.69 - $141.34 $139,363 - $241,126
1,706 Added 11.12%
17,053 $1.7 Million
Q4 2019

Feb 14, 2020

BUY
$128.93 - $145.55 $248,190 - $280,183
1,925 Added 14.34%
15,347 $2.11 Million
Q3 2019

Nov 08, 2019

BUY
$143.48 - $154.83 $184,084 - $198,646
1,283 Added 10.57%
13,422 $2 Million
Q2 2019

Aug 06, 2019

BUY
$135.19 - $153.13 $309,449 - $350,514
2,289 Added 23.24%
12,139 $1.82 Million
Q1 2019

May 13, 2019

BUY
$115.26 - $137.16 $93,475 - $111,236
811 Added 8.97%
9,850 $1.35 Million
Q4 2018

Feb 13, 2019

BUY
$112.63 - $131.66 $1.02 Million - $1.19 Million
9,039 New
9,039 $1.08 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 $61.5B
  • 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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