Institute For Wealth Management, Llc. Travelers Companies, Inc. Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,461 shares of TRV stock, worth $1.42 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,461
Previous 5,485
0.44%
Holding current value
$1.42 Million
Previous $1.45 Million
0.76%
% of portfolio
0.17%
Previous 0.19%
Shares
27 transactions
Others Institutions Holding TRV
# of Institutions
1,827Shares Held
175MCall Options Held
679KPut Options Held
535K-
Vanguard Group Inc Valley Forge, PA21.7MShares$5.65 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY20.2MShares$5.24 Billion0.09% of portfolio
-
State Street Corp Boston, MA15.7MShares$4.08 Billion0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY6.88MShares$1.79 Billion0.14% of portfolio
-
Massachusetts Financial Services CO Boston, MA5.85MShares$1.52 Billion0.55% of portfolio
About TRAVELERS COMPANIES, INC.
- Ticker TRV
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 234,348,000
- Market Cap $60.9B
- 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 ...