A detailed history of Iht Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,763 shares of TRV stock, worth $1.58 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,763
Previous 2,778 143.45%
Holding current value
$1.58 Million
Previous $639,000 115.18%
% of portfolio
0.05%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$203.34 - $230.89 $810,309 - $920,096
3,985 Added 143.45%
6,763 $1.38 Million
Q1 2024

May 15, 2024

BUY
$191.3 - $230.14 $42,468 - $51,091
222 Added 8.69%
2,778 $639,000
Q4 2023

Feb 14, 2024

SELL
$157.92 - $190.49 $18,002 - $21,715
-114 Reduced 4.27%
2,556 $486,000
Q3 2023

Nov 14, 2023

BUY
$159.89 - $174.87 $1,918 - $2,098
12 Added 0.45%
2,670 $436,000
Q2 2023

Aug 14, 2023

BUY
$168.37 - $183.75 $7,576 - $8,268
45 Added 1.72%
2,658 $461,000
Q1 2023

May 15, 2023

BUY
$163.86 - $193.88 $64,396 - $76,194
393 Added 17.7%
2,613 $447,000
Q4 2022

Feb 14, 2023

SELL
$156.88 - $190.43 $68,870 - $83,598
-439 Reduced 16.51%
2,220 $416,000
Q3 2022

Nov 22, 2022

BUY
$150.6 - $174.11 $206,020 - $238,182
1,368 Added 105.96%
2,659 $407,000
Q2 2022

Aug 15, 2022

BUY
$159.77 - $185.64 $9,586 - $11,138
60 Added 4.87%
1,291 $218,000
Q1 2022

May 16, 2022

BUY
$155.75 - $187.75 $191,728 - $231,120
1,231 New
1,231 $225,000
Q3 2021

Nov 15, 2021

SELL
$146.82 - $162.58 $221,110 - $244,845
-1,506 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
$144.76 - $161.67 $289,954 - $323,825
-2,003 Reduced 57.08%
1,506 $225,000
Q1 2021

May 18, 2021

BUY
$134.53 - $157.92 $205,561 - $241,301
1,528 Added 77.13%
3,509 $528,000
Q4 2020

Feb 17, 2021

BUY
$107.81 - $140.37 $213,571 - $278,072
1,981 New
1,981 $278,000
Q2 2018

Aug 13, 2018

SELL
$121.34 - $139.29 $65,766 - $75,495
-542 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$115.18 - $130.15 $62,427 - $70,541
542
542 $68,000

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 $54.9B
  • 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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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