Global Wealth Management Investment Advisory, Inc. Travelers Companies, Inc. Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$168.37 - $183.75 $20,204 - $22,050	120 New	120 $20,000
Q2 2022 Aug 15, 2022	BUY	$159.77 - $185.64 $3,674 - $4,269	23 Added 19.17%	143 $24,000
Q4 2019 Feb 14, 2020	BUY	$128.93 - $145.55 $2,320 - $2,619	18 Added 17.65%	120 $16,000
Q2 2019 Aug 20, 2019	BUY	$135.19 - $153.13 $13,789 - $15,619	102 New	102 $15,000
Q1 2019 May 10, 2019	SELL	$115.26 - $137.16 $18,095 - $21,534	-157 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$112.63 - $131.66 $17,682 - $20,670	157 New	157 $19,000

Others Institutions Holding TRV

# of Institutions

1,596

Shares Held

171M

Call Options Held

662K

Put Options Held

578K

Vanguard Group Inc Valley Forge, PA

21.5M
Shares

$5.27 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

20.2M
Shares

$4.95 Billion
0.09% of portfolio
State Street Corp Boston, MA

15.6M
Shares

$3.82 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

11.7M
Shares

$2.86 Billion
0.22% of portfolio
Massachusetts Financial Services CO Boston, MA

6.77M
Shares

$1.66 Billion
0.5% of portfolio

View Full List

About TRAVELERS COMPANIES, INC.

Ticker TRV
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 234,348,000
Market Cap $57.4B
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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