A detailed history of Mount Yale Investment Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,724 shares of TRV stock, worth $418,725. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,724
Previous 1,583 8.91%
Holding current value
$418,725
Previous $321,000 25.55%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 23, 2024

BUY
$201.87 - $242.35 $28,463 - $34,171
141 Added 8.91%
1,724 $403,000
Q1 2024

May 15, 2024

SELL
$191.3 - $230.14 $447,068 - $537,837
-2,337 Reduced 59.62%
1,583 $364,000
Q4 2023

Feb 12, 2024

SELL
$157.92 - $190.49 $4,263 - $5,143
-27 Reduced 0.68%
3,920 $746,000
Q3 2023

Oct 11, 2023

SELL
$159.89 - $174.87 $15,029 - $16,437
-94 Reduced 2.33%
3,947 $644,000
Q2 2023

Aug 14, 2023

BUY
$168.37 - $183.75 $10,102 - $11,025
60 Added 1.51%
4,041 $701,000
Q1 2023

May 11, 2023

SELL
$163.86 - $193.88 $382,776 - $452,903
-2,336 Reduced 36.98%
3,981 $682,000
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $400,044 - $485,596
2,550 Added 67.69%
6,317 $1.18 Million
Q3 2022

Nov 07, 2022

BUY
$150.6 - $174.11 $331,771 - $383,564
2,203 Added 140.86%
3,767 $577,000
Q2 2022

Aug 02, 2022

SELL
$159.77 - $185.64 $3,514 - $4,084
-22 Reduced 1.39%
1,564 $265,000
Q1 2022

May 03, 2022

BUY
$155.75 - $187.75 $3,426 - $4,130
22 Added 1.41%
1,586 $290,000
Q3 2021

Nov 02, 2021

BUY
$146.82 - $162.58 $229,626 - $254,275
1,564 New
1,564 $238,000

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 $56.9B
  • 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 ...
More about TRV
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