A detailed history of Live Oak Private Wealth LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,286 shares of TRV stock, worth $342,924. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,286
Previous 1,286 -0.0%
Holding current value
$342,924
Previous $261,000 15.33%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023

BUY
$156.88 - $190.43 $201,747 - $244,892
1,286 New
1,286 $241,000
Q2 2022

Jul 27, 2022

BUY
$159.77 - $185.64 $209,937 - $243,930
1,314 New
1,314 $222,000

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 $62.5B
  • 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
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

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

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.