A detailed history of M Holdings Securities, Inc. transactions in Travelers Companies, Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 2,333 shares of TRV stock, worth $559,336. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,333
Holding current value
$559,336
% of portfolio
0.06%

Shares

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

Aug 13, 2024

BUY
$203.34 - $230.89 $474,392 - $538,666
2,333 New
2,333 $474,000
Q1 2023

May 15, 2023

SELL
$163.86 - $193.88 $140,100 - $165,767
-855 Reduced 14.97%
4,855 $832,000
Q4 2022

Feb 10, 2023

BUY
$156.88 - $190.43 $33,572 - $40,752
214 Added 3.89%
5,710 $1.07 Million
Q3 2022

Nov 16, 2022

SELL
$150.6 - $174.11 $7,831 - $9,053
-52 Reduced 0.94%
5,496 $842,000
Q2 2022

Aug 16, 2022

BUY
$159.77 - $185.64 $36,747 - $42,697
230 Added 4.32%
5,548 $938,000
Q1 2022

May 24, 2022

BUY
$155.75 - $187.75 $828,278 - $998,454
5,318 New
5,318 $972,000
Q2 2021

Aug 19, 2021

SELL
$144.76 - $161.67 $652,288 - $728,485
-4,506 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$134.53 - $157.92 $606,192 - $711,587
4,506 New
4,506 $678,000
Q2 2019

Aug 16, 2019

SELL
$135.19 - $153.13 $264,702 - $299,828
-1,958 Closed
0 $0
Q1 2019

May 17, 2019

BUY
$115.26 - $137.16 $225,679 - $268,559
1,958 New
1,958 $269,000

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 $56.2B
  • 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
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. 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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.