Marcum Wealth, LLC Travelers Companies, Inc. Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,889 shares of TRV stock, worth $762,493. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,889

Previous 2,936 1.6%

Holding current value

$762,493

Previous $707,000 8.06%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$232.43 - $265.13 $10,924 - $12,461	-47 Reduced 1.6%	2,889 $764,000
Q4 2024 Jan 13, 2025	SELL	$225.97 - $266.66 $903 - $1,066	-4 Reduced 0.14%	2,936 $707,000
Q3 2024 Oct 08, 2024	SELL	$201.87 - $242.35 $13,121 - $15,752	-65 Reduced 2.16%	2,940 $688,000
Q2 2024 Jul 02, 2024	SELL	$203.34 - $230.89 $16,877 - $19,163	-83 Reduced 2.69%	3,005 $611,000
Q1 2024 Apr 10, 2024	BUY	$191.3 - $230.14 $27,547 - $33,140	144 Added 4.89%	3,088 $710,000
Q4 2023 Jan 10, 2024	BUY	$157.92 - $190.49 $13,581 - $16,382	86 Added 3.01%	2,944 $560,000
Q3 2023 Oct 10, 2023	BUY	$159.89 - $174.87 $21,105 - $23,082	132 Added 4.84%	2,858 $466,000
Q2 2023 Jul 13, 2023	BUY	$168.37 - $183.75 $6,566 - $7,166	39 Added 1.45%	2,726 $473,000
Q1 2023 Apr 19, 2023	SELL	$163.86 - $193.88 $45,225 - $53,510	-276 Reduced 9.31%	2,687 $460,000
Q4 2022 Jan 12, 2023	BUY	$156.88 - $190.43 $2,353 - $2,856	15 Added 0.51%	2,963 $0
Q3 2022 Oct 11, 2022	SELL	$150.6 - $174.11 $11,144 - $12,884	-74 Reduced 2.45%	2,948 $452,000
Q2 2022 Jul 14, 2022	BUY	$159.77 - $185.64 $21,888 - $25,432	137 Added 4.75%	3,022 $511,000
Q1 2022 Apr 20, 2022	BUY	$155.75 - $187.75 $8,099 - $9,763	52 Added 1.84%	2,885 $527,000
Q4 2021 Feb 01, 2022	SELL	$145.48 - $162.37 $7,128 - $7,956	-49 Reduced 1.7%	2,833 $443,000
Q3 2021 Nov 08, 2021	BUY	$146.82 - $162.58 $36,264 - $40,157	247 Added 9.37%	2,882 $438,000
Q2 2021 Aug 10, 2021	BUY	$144.76 - $161.67 $2,026 - $2,263	14 Added 0.53%	2,635 $394,000
Q1 2021 May 11, 2021	BUY	$134.53 - $157.92 $136,547 - $160,288	1,015 Added 63.2%	2,621 $394,000
Q4 2020 Feb 09, 2021	BUY	$107.81 - $140.37 $173,142 - $225,434	1,606 New	1,606 $225,000

Others Institutions Holding TRV

# of Institutions

1,833

Shares Held

177M

Call Options Held

674K

Put Options Held

542K

View Full List

About TRAVELERS COMPANIES, INC.

Ticker TRV
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 234,348,000
Market Cap $61.9B
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 ...

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Marcum Wealth, LLC Travelers Companies, Inc. Transaction History