A detailed history of Icon Wealth Partners, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,177 shares of TRV stock, worth $1.88 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,177
Previous 14,683 51.12%
Holding current value
$1.88 Million
Previous $2.55 Million 54.02%
% of portfolio
0.13%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$159.89 - $174.87 $1.2 Million - $1.31 Million
-7,506 Reduced 51.12%
7,177 $1.17 Million
Q2 2023

Aug 03, 2023

BUY
$168.37 - $183.75 $397,689 - $434,017
2,362 Added 19.17%
14,683 $2.55 Million
Q1 2023

May 11, 2023

BUY
$163.86 - $193.88 $2.02 Million - $2.39 Million
12,321 New
12,321 $2.11 Million
Q2 2019

Aug 13, 2019

SELL
$135.19 - $153.13 $101,527 - $115,000
-751 Closed
0 $0
Q1 2019

May 09, 2019

SELL
$115.26 - $137.16 $15,790 - $18,790
-137 Reduced 15.43%
751 $103,000
Q3 2018

Nov 14, 2018

SELL
$122.39 - $134.44 $6,853 - $7,528
-56 Reduced 5.93%
888 $115,000
Q2 2018

Aug 13, 2018

SELL
$121.34 - $139.29 $28,757 - $33,011
-237 Reduced 20.07%
944 $115,000
Q1 2018

May 15, 2018

SELL
$131.45 - $150.0 $34,308 - $39,150
-261 Reduced 18.1%
1,181 $165,000
Q4 2017

Feb 13, 2018

BUY
$123.32 - $136.36 $177,827 - $196,631
1,442
1,442 $196,000

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 $61.5B
  • 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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