A detailed history of Modera Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,816 shares of TRV stock, worth $435,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,816
Previous 3,023 39.93%
Holding current value
$435,386
Previous $695,000 46.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 29, 2024

SELL
$203.34 - $230.89 $245,431 - $278,684
-1,207 Reduced 39.93%
1,816 $369,000
Q1 2024

May 14, 2024

SELL
$191.3 - $230.14 $6,121 - $7,364
-32 Reduced 1.05%
3,023 $695,000
Q4 2023

Feb 14, 2024

SELL
$157.92 - $190.49 $4,105 - $4,952
-26 Reduced 0.84%
3,055 $581,000
Q3 2023

Nov 01, 2023

BUY
$159.89 - $174.87 $7,035 - $7,694
44 Added 1.45%
3,081 $503,000
Q2 2023

Aug 07, 2023

BUY
$168.37 - $183.75 $119,711 - $130,646
711 Added 30.57%
3,037 $527,000
Q1 2023

May 05, 2023

SELL
$163.86 - $193.88 $1,638 - $1,938
-10 Reduced 0.43%
2,326 $398,000
Q4 2022

Feb 07, 2023

BUY
$156.88 - $190.43 $1,568 - $1,904
10 Added 0.43%
2,336 $438,000
Q3 2022

Nov 01, 2022

SELL
$150.6 - $174.11 $4,216 - $4,875
-28 Reduced 1.19%
2,326 $356,000
Q2 2022

Jul 27, 2022

BUY
$159.77 - $185.64 $3,035 - $3,527
19 Added 0.81%
2,354 $398,000
Q1 2022

May 03, 2022

SELL
$155.75 - $187.75 $646,051 - $778,787
-4,148 Reduced 63.98%
2,335 $427,000
Q4 2021

Feb 04, 2022

BUY
$145.48 - $162.37 $584,829 - $652,727
4,020 Added 163.22%
6,483 $1.01 Million
Q3 2021

Nov 04, 2021

BUY
$146.82 - $162.58 $86,770 - $96,084
591 Added 31.57%
2,463 $374,000
Q2 2021

Aug 02, 2021

BUY
$144.76 - $161.67 $4,198 - $4,688
29 Added 1.57%
1,872 $280,000
Q1 2021

Apr 29, 2021

SELL
$134.53 - $157.92 $92,422 - $108,491
-687 Reduced 27.15%
1,843 $277,000
Q4 2020

Feb 11, 2021

BUY
$107.81 - $140.37 $272,759 - $355,136
2,530 New
2,530 $355,000

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
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