A detailed history of Ivc Wealth Advisors LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,220 shares of TRV stock, worth $288,078. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,220
Previous 1,190 2.52%
Holding current value
$288,078
Previous $273,000 9.16%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Jul 16, 2024

BUY
$203.34 - $230.89 $6,100 - $6,926
30 Added 2.52%
1,220 $248,000
Q4 2023

Jan 10, 2024

BUY
$157.92 - $190.49 $187,924 - $226,683
1,190 New
1,190 $226,000
Q2 2023

Jul 13, 2023

BUY
$168.37 - $183.75 $1,010 - $1,102
6 Added 0.51%
1,190 $206,000
Q1 2023

Apr 13, 2023

BUY
$163.86 - $193.88 $327 - $387
2 Added 0.17%
1,184 $202,000
Q4 2022

Jan 17, 2023

BUY
$156.88 - $190.43 $185,432 - $225,088
1,182 New
1,182 $0
Q2 2022

Jul 11, 2022

SELL
$159.77 - $185.64 $182,936 - $212,557
-1,145 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$155.75 - $187.75 $178,333 - $214,973
1,145 New
1,145 $209,000

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 $55.3B
  • 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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