A detailed history of Inlet Private Wealth, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Inlet Private Wealth, LLC holds 3,190 shares of TRV stock, worth $783,591. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,190
Previous 3,190 -0.0%
Holding current value
$783,591
Previous $648,000 15.12%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Jul 23, 2024

BUY
$203.34 - $230.89 $58,968 - $66,958
290 Added 10.0%
3,190 $648,000
Q4 2023

Jan 26, 2024

SELL
$157.92 - $190.49 $94,751 - $114,294
-600 Reduced 17.14%
2,900 $552,000
Q3 2020

Oct 16, 2020

SELL
$107.44 - $122.24 $42,976 - $48,896
-400 Reduced 10.26%
3,500 $379,000
Q3 2019

Oct 17, 2019

SELL
$143.48 - $154.83 $57,391 - $61,932
-400 Reduced 9.3%
3,900 $580,000
Q1 2019

Apr 26, 2019

BUY
$115.26 - $137.16 $138,312 - $164,592
1,200 Added 38.71%
4,300 $590,000
Q4 2018

Jan 28, 2019

BUY
$112.63 - $131.66 $349,153 - $408,146
3,100 New
3,100 $371,000

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 $57.6B
  • 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 Inlet Private Wealth, LLC Portfolio

Follow Inlet Private Wealth, 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 Inlet Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inlet Private Wealth, LLC with notifications on news.