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 5,650 shares of TRV stock, worth $1.48 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,650
Previous 5,851 3.44%
Holding current value
$1.48 Million
Previous $1.19 Million 11.19%
% of portfolio
0.17%
Previous 0.16%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$201.87 - $242.35 $40,575 - $48,712
-201 Reduced 3.44%
5,650 $1.32 Million
Q2 2024

Jul 25, 2024

SELL
$203.34 - $230.89 $48,394 - $54,951
-238 Reduced 3.91%
5,851 $1.19 Million
Q1 2024

Apr 30, 2024

BUY
$191.3 - $230.14 $1,721 - $2,071
9 Added 0.15%
6,089 $1.4 Million
Q3 2023

Oct 13, 2023

SELL
$159.89 - $174.87 $11,192 - $12,240
-70 Reduced 1.14%
6,080 $992,000
Q1 2023

Apr 20, 2023

SELL
$163.86 - $193.88 $5,735 - $6,785
-35 Reduced 0.57%
6,150 $1.05 Million
Q4 2022

Feb 02, 2023

BUY
$156.88 - $190.43 $3,765 - $4,570
24 Added 0.39%
6,185 $1.16 Million
Q3 2022

Oct 18, 2022

SELL
$150.6 - $174.11 $62,047 - $71,733
-412 Reduced 6.27%
6,161 $944,000
Q2 2022

Jul 25, 2022

SELL
$159.77 - $185.64 $11,822 - $13,737
-74 Reduced 1.11%
6,573 $1.11 Million
Q1 2022

Apr 29, 2022

BUY
$155.75 - $187.75 $91,892 - $110,772
590 Added 9.74%
6,647 $1.22 Million
Q4 2021

Jan 21, 2022

BUY
$145.48 - $162.37 $2,327 - $2,597
16 Added 0.26%
6,057 $947,000
Q3 2021

Nov 15, 2021

BUY
$146.82 - $162.58 $22,463 - $24,874
153 Added 2.6%
6,041 $918,000
Q2 2021

Jul 21, 2021

BUY
$144.76 - $161.67 $23,016 - $25,705
159 Added 2.78%
5,888 $881,000
Q1 2021

May 04, 2021

SELL
$134.53 - $157.92 $21,390 - $25,109
-159 Reduced 2.7%
5,729 $862,000
Q4 2020

Feb 01, 2021

SELL
$107.81 - $140.37 $36,224 - $47,164
-336 Reduced 5.4%
5,888 $826,000
Q3 2020

Nov 03, 2020

SELL
$107.44 - $122.24 $7,843 - $8,923
-73 Reduced 1.16%
6,224 $673,000
Q2 2020

Jul 30, 2020

BUY
$89.86 - $128.0 $3,145 - $4,480
35 Added 0.56%
6,297 $718,000
Q1 2020

Apr 29, 2020

BUY
$81.69 - $141.34 $511,542 - $885,071
6,262 New
6,262 $622,000
Q2 2019

Aug 02, 2019

SELL
$135.19 - $153.13 $815,736 - $923,986
-6,034 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$115.26 - $137.16 $40,110 - $47,731
-348 Reduced 5.45%
6,034 $828,000
Q4 2018

Feb 08, 2019

BUY
$112.63 - $131.66 $718,804 - $840,254
6,382 New
6,382 $764,000
Q1 2018

May 15, 2018

SELL
$131.45 - $150.0 $916,337 - $1.05 Million
-6,971 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$123.32 - $136.36 $859,663 - $950,565
6,971 New
6,971 $946,000
Q3 2017

Nov 14, 2017

SELL
$115.18 - $130.15 $809,485 - $914,694
-7,028 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
7,028
7,028 $893,000

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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