A detailed history of Congress Wealth Management LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,158 shares of TRV stock, worth $2.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,158
Previous 6,039 51.65%
Holding current value
$2.31 Million
Previous $1.39 Million 34.05%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$203.34 - $230.89 $634,217 - $720,145
3,119 Added 51.65%
9,158 $1.86 Million
Q1 2024

Apr 18, 2024

BUY
$191.3 - $230.14 $871,754 - $1.05 Million
4,557 Added 307.49%
6,039 $1.39 Million
Q4 2023

Feb 09, 2024

BUY
$157.92 - $190.49 $32,689 - $39,431
207 Added 16.24%
1,482 $282,000
Q3 2023

Oct 30, 2023

SELL
$159.89 - $174.87 $28,460 - $31,126
-178 Reduced 12.25%
1,275 $208,000
Q2 2023

Jul 13, 2023

BUY
$168.37 - $183.75 $19,025 - $20,763
113 Added 8.43%
1,453 $252,000
Q1 2023

Apr 14, 2023

BUY
$163.86 - $193.88 $8,193 - $9,694
50 Added 3.88%
1,340 $229,000
Q4 2022

Feb 02, 2023

BUY
$156.88 - $190.43 $202,375 - $245,654
1,290 New
1,290 $241,000
Q2 2022

Aug 11, 2022

BUY
$159.77 - $185.64 $6,231 - $7,239
39 Added 3.36%
1,200 $203,000
Q1 2022

May 16, 2022

BUY
$155.75 - $187.75 $180,825 - $217,977
1,161 New
1,161 $212,000

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 $59.1B
  • 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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