A detailed history of Concord Wealth Partners transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 6,983 shares of TRV stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,983
Previous 6,406 9.01%
Holding current value
$1.8 Million
Previous $1.3 Million 25.5%
% of portfolio
0.28%
Previous 0.23%

Shares

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

Oct 24, 2024

BUY
$201.87 - $242.35 $116,478 - $139,835
577 Added 9.01%
6,983 $1.63 Million
Q2 2024

Jul 31, 2024

BUY
$203.34 - $230.89 $116,513 - $132,299
573 Added 9.82%
6,406 $1.3 Million
Q1 2024

Apr 30, 2024

BUY
$191.3 - $230.14 $207,751 - $249,932
1,086 Added 22.88%
5,833 $1.34 Million
Q4 2023

Apr 30, 2024

BUY
$157.92 - $190.49 $735,117 - $886,730
4,655 Added 5059.78%
4,747 $904,000
Q4 2023

Feb 05, 2024

BUY
$157.92 - $190.49 $735,117 - $886,730
4,655 Added 5059.78%
4,747 $904,000
Q3 2023

Apr 30, 2024

SELL
$159.89 - $174.87 $744,287 - $814,019
-4,655 Reduced 98.06%
92 $15,000
Q3 2023

Oct 25, 2023

BUY
$159.89 - $174.87 $8,474 - $9,268
53 Added 135.9%
92 $15,000
Q2 2023

Aug 07, 2023

BUY
$168.37 - $183.75 $4,040 - $4,410
24 Added 160.0%
39 $6,000
Q1 2023

Apr 26, 2023

SELL
$163.86 - $193.88 $3,441 - $4,071
-21 Reduced 58.33%
15 $2,000
Q4 2022

Jan 27, 2023

BUY
$156.88 - $190.43 $5,647 - $6,855
36 New
36 $6,000
Q2 2022

Aug 04, 2022

BUY
$159.77 - $185.64 $958 - $1,113
6 Added 3.19%
194 $33,000
Q4 2021

Jan 21, 2022

BUY
$145.48 - $162.37 $21,240 - $23,706
146 Added 347.62%
188 $29,000
Q3 2021

Nov 09, 2021

SELL
$146.82 - $162.58 $14,682 - $16,258
-100 Reduced 70.42%
42 $6,000
Q2 2021

Jul 29, 2021

BUY
$144.76 - $161.67 $3,619 - $4,041
25 Added 21.37%
142 $21,000
Q1 2021

May 13, 2021

BUY
$134.53 - $157.92 $15,201 - $17,844
113 Added 2825.0%
117 $18,000
Q4 2020

Feb 16, 2021

BUY
$107.81 - $140.37 $431 - $561
4 New
4 $1,000

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 $60.3B
  • 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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