A detailed history of Baker Tilly Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 3,746 shares of TRV stock, worth $996,585. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,746
Previous 2,858 31.07%
Holding current value
$996,585
Previous $581,000 50.95%
% of portfolio
0.4%
Previous 0.24%

Shares

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

Oct 24, 2024

BUY
$201.87 - $242.35 $179,260 - $215,206
888 Added 31.07%
3,746 $877,000
Q2 2024

Jul 18, 2024

SELL
$203.34 - $230.89 $30,297 - $34,402
-149 Reduced 4.96%
2,858 $581,000
Q1 2024

May 09, 2024

BUY
$191.3 - $230.14 $191 - $230
1 Added 0.03%
3,007 $692,000
Q4 2023

Jan 10, 2024

SELL
$157.92 - $190.49 $145,918 - $176,012
-924 Reduced 23.51%
3,006 $572,000
Q3 2023

Oct 10, 2023

SELL
$159.89 - $174.87 $1.14 Million - $1.25 Million
-7,122 Reduced 64.44%
3,930 $641,000
Q2 2023

Jul 20, 2023

BUY
$168.37 - $183.75 $119,205 - $130,095
708 Added 6.84%
11,052 $1.92 Million
Q1 2023

Apr 12, 2023

BUY
$163.86 - $193.88 $47,355 - $56,031
289 Added 2.87%
10,344 $1.77 Million
Q4 2022

Jan 26, 2023

BUY
$156.88 - $190.43 $222,926 - $270,601
1,421 Added 16.46%
10,055 $0
Q3 2022

Oct 20, 2022

BUY
$150.6 - $174.11 $34,487 - $39,871
229 Added 2.72%
8,634 $1.32 Million
Q2 2022

Jul 28, 2022

BUY
$159.77 - $185.64 $82,760 - $96,161
518 Added 6.57%
8,405 $1.42 Million
Q1 2022

Apr 27, 2022

BUY
$155.75 - $187.75 $179,579 - $216,475
1,153 Added 17.12%
7,887 $1.44 Million
Q4 2021

Feb 08, 2022

BUY
$145.48 - $162.37 $75,358 - $84,107
518 Added 8.33%
6,734 $1.05 Million
Q3 2021

Nov 02, 2021

BUY
$146.82 - $162.58 $150,784 - $166,969
1,027 Added 19.79%
6,216 $945,000
Q2 2021

Jul 30, 2021

BUY
$144.76 - $161.67 $149,826 - $167,328
1,035 Added 24.92%
5,189 $777,000
Q1 2021

Apr 28, 2021

BUY
$134.53 - $157.92 $558,837 - $655,999
4,154 New
4,154 $625,000

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 $62.3B
  • 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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