A detailed history of Hb Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 18,611 shares of TRV stock, worth $5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,611
Previous 16,927 9.95%
Holding current value
$5 Million
Previous $4.53 Million 14.75%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$250.62 - $279.43 $422,044 - $470,560
1,684 Added 9.95%
18,611 $5.2 Million
Q2 2025

Jul 17, 2025

SELL
$233.83 - $276.34 $159,238 - $188,187
-681 Reduced 3.87%
16,927 $4.53 Million
Q1 2025

May 07, 2025

BUY
$232.43 - $265.13 $940,179 - $1.07 Million
4,045 Added 29.82%
17,608 $4.66 Million
Q4 2024

Jan 15, 2025

BUY
$225.97 - $266.66 $390,476 - $460,788
1,728 Added 14.6%
13,563 $3.27 Million
Q3 2024

Oct 15, 2024

BUY
$201.87 - $242.35 $80,949 - $97,182
401 Added 3.51%
11,835 $2.77 Million
Q2 2024

Jul 26, 2024

BUY
$203.34 - $230.89 $81,946 - $93,048
403 Added 3.65%
11,434 $2.32 Million
Q1 2024

Apr 30, 2024

SELL
$191.3 - $230.14 $42,086 - $50,630
-220 Reduced 1.96%
11,031 $2.54 Million
Q4 2023

Jan 16, 2024

SELL
$157.92 - $190.49 $8,527 - $10,286
-54 Reduced 0.48%
11,251 $2.14 Million
Q3 2023

Oct 13, 2023

BUY
$159.89 - $174.87 $115,440 - $126,256
722 Added 6.82%
11,305 $1.85 Million
Q2 2023

Jul 13, 2023

BUY
$168.37 - $183.75 $22,056 - $24,071
131 Added 1.25%
10,583 $1.84 Million
Q1 2023

Apr 13, 2023

BUY
$163.86 - $193.88 $26,053 - $30,826
159 Added 1.54%
10,452 $1.79 Million
Q4 2022

Jan 20, 2023

BUY
$156.88 - $190.43 $68,713 - $83,408
438 Added 4.44%
10,293 $0
Q3 2022

Oct 19, 2022

BUY
$150.6 - $174.11 $38,704 - $44,746
257 Added 2.68%
9,855 $1.51 Million
Q2 2022

Jul 15, 2022

BUY
$159.77 - $185.64 $929,062 - $1.08 Million
5,815 Added 153.71%
9,598 $1.62 Million
Q1 2022

May 16, 2022

BUY
$155.75 - $187.75 $75,227 - $90,683
483 Added 14.64%
3,783 $691,000
Q4 2021

Feb 15, 2022

BUY
$145.48 - $162.37 $480,083 - $535,821
3,300 New
3,300 $516,000

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 $63B
  • 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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.