Dougherty Wealth Advisers LLC Travelers Companies, Inc. Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 628 shares of TRV stock, worth $165,647. This represents 0.12% of its overall portfolio holdings.
Number of Shares
628
Previous 628
-0.0%
Holding current value
$165,647
Previous $127,000
15.75%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding TRV
# of Institutions
1,596Shares Held
171MCall Options Held
662KPut Options Held
578K-
Vanguard Group Inc Valley Forge, PA21.5MShares$5.67 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY20.2MShares$5.32 Billion0.09% of portfolio
-
State Street Corp Boston, MA15.6MShares$4.11 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY11.7MShares$3.08 Billion0.22% of portfolio
-
Massachusetts Financial Services CO Boston, MA6.77MShares$1.79 Billion0.5% of portfolio
About TRAVELERS COMPANIES, INC.
- Ticker TRV
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 234,348,000
- Market Cap $61.8B
- 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 ...