A detailed history of Jeppson Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 2,490 shares of TRV stock, worth $639,656. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,490
Previous 2,490 -0.0%
Holding current value
$639,656
Previous $506,000 15.02%
% of portfolio
0.21%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

BUY
$159.89 - $174.87 $398,126 - $435,426
2,490 New
2,490 $406,000
Q1 2023

Apr 27, 2023

SELL
$163.86 - $193.88 $819 - $969
-5 Reduced 0.2%
2,490 $426,000
Q4 2022

Jan 27, 2023

BUY
$156.88 - $190.43 $391,415 - $475,122
2,495 New
2,495 $0
Q1 2022

Apr 27, 2022

SELL
$155.75 - $187.75 $3,893 - $4,693
-25 Reduced 0.77%
3,233 $590,000
Q4 2021

Jan 19, 2022

BUY
$145.48 - $162.37 $2,182 - $2,435
15 Added 0.46%
3,258 $510,000
Q3 2021

Nov 17, 2021

BUY
$146.82 - $162.58 $2,936 - $3,251
20 Added 0.62%
3,243 $492,000
Q3 2020

Nov 19, 2020

BUY
$107.44 - $122.24 $346,279 - $393,979
3,223 New
3,223 $349,000

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 $60.2B
  • 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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