A detailed history of Ep Wealth Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,129 shares of TRV stock, worth $1.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,129
Previous 2,817 117.57%
Holding current value
$1.49 Million
Previous $572,000 150.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$201.87 - $242.35 $668,593 - $802,663
3,312 Added 117.57%
6,129 $1.43 Million
Q2 2024

Aug 19, 2024

BUY
$203.34 - $230.89 $53,071 - $60,262
261 Added 10.21%
2,817 $572,000
Q1 2024

May 14, 2024

SELL
$191.3 - $230.14 $1,339 - $1,610
-7 Reduced 0.27%
2,556 $588,000
Q4 2023

Feb 28, 2024

BUY
$157.92 - $190.49 $404,748 - $488,225
2,563 New
2,563 $488,000
Q2 2023

Aug 14, 2023

BUY
$168.37 - $183.75 $34.2 Million - $37.4 Million
203,399 Added 214.9%
298,048 $51.8 Million
Q1 2023

Jun 05, 2023

BUY
$163.86 - $193.88 $15.5 Million - $18.4 Million
94,649 New
94,649 $16.2 Million
Q4 2022

Jun 12, 2023

SELL
$156.88 - $190.43 $14.6 Million - $17.7 Million
-92,877 Reduced 98.13%
1,772 $332,000
Q2 2022

Aug 11, 2022

BUY
$159.77 - $185.64 $210,896 - $245,044
1,320 New
1,320 $223,000

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 $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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