A detailed history of Baron Wealth Management LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Baron Wealth Management LLC holds 1,692 shares of TRV stock, worth $421,460. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,692
Previous 1,379 22.7%
Holding current value
$421,460
Previous $323 Million 26.24%
% of portfolio
0.19%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$225.97 - $266.66 $70,728 - $83,464
313 Added 22.7%
1,692 $408 Million
Q3 2024

Nov 07, 2024

BUY
$201.87 - $242.35 $77,316 - $92,820
383 Added 38.45%
1,379 $323 Million
Q2 2024

Aug 13, 2024

SELL
$203.34 - $230.89 $1,016 - $1,154
-5 Reduced 0.5%
996 $203 Million
Q1 2024

May 08, 2024

BUY
$191.3 - $230.14 $191,491 - $230,370
1,001 New
1,001 $230 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 $58.4B
  • 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
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.