A detailed history of Bergan Kdv Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 27,361 shares of TRV stock, worth $6.65 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
27,361
Previous 26,627 2.76%
Holding current value
$6.65 Million
Previous $4.56 Million 4.1%
% of portfolio
0.48%
Previous 0.47%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$168.37 - $183.75 $123,583 - $134,872
734 Added 2.76%
27,361 $4.75 Million
Q1 2023

Apr 27, 2023

BUY
$163.86 - $193.88 $201,220 - $238,084
1,228 Added 4.83%
26,627 $4.56 Million
Q4 2022

Jan 31, 2023

BUY
$156.88 - $190.43 $274,540 - $333,252
1,750 Added 7.4%
25,399 $4.76 Million
Q3 2022

Oct 24, 2022

BUY
$150.6 - $174.11 $184,334 - $213,110
1,224 Added 5.46%
23,649 $3.62 Million
Q2 2022

Jul 13, 2022

SELL
$159.77 - $185.64 $71,576 - $83,166
-448 Reduced 1.96%
22,425 $3.79 Million
Q1 2022

May 09, 2022

BUY
$155.75 - $187.75 $218,984 - $263,976
1,406 Added 6.55%
22,873 $4.18 Million
Q4 2021

Jan 28, 2022

SELL
$145.48 - $162.37 $89,470 - $99,857
-615 Reduced 2.79%
21,467 $3.36 Million
Q3 2021

Nov 12, 2021

BUY
$146.82 - $162.58 $61,517 - $68,121
419 Added 1.93%
22,082 $3.36 Million
Q2 2021

Aug 10, 2021

BUY
$144.76 - $161.67 $142,443 - $159,083
984 Added 4.76%
21,663 $3.24 Million
Q1 2021

May 11, 2021

BUY
$134.53 - $157.92 $104,260 - $122,387
775 Added 3.89%
20,679 $3.11 Million
Q4 2020

Feb 04, 2021

SELL
$107.81 - $140.37 $646 - $842
-6 Reduced 0.03%
19,904 $2.79 Million
Q3 2020

Nov 05, 2020

BUY
$107.44 - $122.24 $113,993 - $129,696
1,061 Added 5.63%
19,910 $2.15 Million
Q2 2020

Aug 13, 2020

BUY
$89.86 - $128.0 $118,525 - $168,832
1,319 Added 7.52%
18,849 $2.15 Million
Q1 2020

Apr 24, 2020

BUY
$81.69 - $141.34 $251,768 - $435,609
3,082 Added 21.33%
17,530 $1.74 Million
Q4 2019

Feb 10, 2020

BUY
$128.93 - $145.55 $34,553 - $39,007
268 Added 1.89%
14,448 $1.98 Million
Q3 2019

Nov 08, 2019

BUY
$143.48 - $154.83 $160,123 - $172,790
1,116 Added 8.54%
14,180 $2.11 Million
Q2 2019

Aug 12, 2019

BUY
$135.19 - $153.13 $93,821 - $106,272
694 Added 5.61%
13,064 $1.95 Million
Q1 2019

May 09, 2019

SELL
$115.26 - $137.16 $6,339 - $7,543
-55 Reduced 0.44%
12,370 $1.7 Million
Q4 2018

Feb 01, 2019

BUY
$112.63 - $131.66 $62,509 - $73,071
555 Added 4.68%
12,425 $1.49 Million
Q3 2018

Nov 09, 2018

BUY
$122.39 - $134.44 $37,696 - $41,407
308 Added 2.66%
11,870 $1.54 Million
Q2 2018

Jul 23, 2018

BUY
$121.34 - $139.29 $63,218 - $72,570
521 Added 4.72%
11,562 $1.41 Million
Q1 2018

May 03, 2018

BUY
$131.45 - $150.0 $11,830 - $13,500
90 Added 0.82%
11,041 $1.53 Million
Q4 2017

Jan 16, 2018

BUY
$123.32 - $136.36 $46,245 - $51,135
375 Added 3.55%
10,951 $1.49 Million
Q3 2017

Oct 18, 2017

BUY
$115.18 - $130.15 $1.22 Million - $1.38 Million
10,576
10,576 $1.3 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 $56.9B
  • 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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