A detailed history of Moneta Group Investment Advisors LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,718 shares of TRV stock, worth $413,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,403 22.45%
Holding current value
$413,625
Previous $285,000 41.05%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$201.87 - $242.35 $63,589 - $76,340
315 Added 22.45%
1,718 $402,000
Q2 2024

Aug 13, 2024

BUY
$203.34 - $230.89 $6,913 - $7,850
34 Added 2.48%
1,403 $285,000
Q1 2024

Aug 13, 2024

SELL
$191.3 - $230.14 $7,269 - $8,745
-38 Reduced 2.7%
1,369 $315,000
Q4 2023

Feb 15, 2024

BUY
$157.92 - $190.49 $28,109 - $33,907
178 Added 14.48%
1,407 $268,000
Q3 2023

Nov 15, 2023

SELL
$159.89 - $174.87 $16,148 - $17,661
-101 Reduced 7.59%
1,229 $200,000
Q2 2023

Aug 15, 2023

BUY
$168.37 - $183.75 $20,204 - $22,050
120 Added 9.92%
1,330 $230,000
Q1 2023

May 15, 2023

BUY
$163.86 - $193.88 $198,270 - $234,594
1,210 New
1,210 $207,000
Q3 2021

Nov 12, 2021

SELL
$146.82 - $162.58 $259,871 - $287,766
-1,770 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$144.76 - $161.67 $3,039 - $3,395
21 Added 1.2%
1,770 $265,000
Q1 2021

May 14, 2021

BUY
$134.53 - $157.92 $133,453 - $156,656
992 Added 131.04%
1,749 $263,000
Q2 2018

Aug 14, 2018

SELL
$121.34 - $139.29 $11,648 - $13,371
-96 Reduced 11.25%
757 $97,000
Q1 2018

May 14, 2018

BUY
$131.45 - $150.0 $1,183 - $1,350
9 Added 1.07%
853 $118,000
Q4 2017

Feb 13, 2018

BUY
$123.32 - $136.36 $104,082 - $115,087
844
844 $114,000

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 $56.4B
  • 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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