A detailed history of Castle Rock Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 958 shares of TRV stock, worth $251,446. This represents 0.06% of its overall portfolio holdings.

Number of Shares
958
Previous 1,172 18.26%
Holding current value
$251,446
Previous $238,000 5.88%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 09, 2024

SELL
$201.87 - $242.35 $43,200 - $51,862
-214 Reduced 18.26%
958 $224,000
Q1 2024

May 13, 2024

BUY
$191.3 - $230.14 $382 - $460
2 Added 0.17%
1,172 $269,000
Q4 2023

Jan 08, 2024

BUY
$157.92 - $190.49 $184,766 - $222,873
1,170 New
1,170 $222,000
Q2 2023

Jul 10, 2023

SELL
$168.37 - $183.75 $179,145 - $195,510
-1,064 Reduced 47.63%
1,170 $203,000
Q2 2022

Jul 13, 2022

BUY
$159.77 - $185.64 $123,022 - $142,942
770 Added 52.6%
2,234 $379,000
Q1 2022

Apr 25, 2022

BUY
$155.75 - $187.75 $228,018 - $274,866
1,464 New
1,464 $258,000

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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