A detailed history of New Edge Wealth, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,446 shares of TRV stock, worth $2.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,446
Previous 10,000 14.46%
Holding current value
$2.76 Million
Previous $2.03 Million 31.78%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$201.87 - $242.35 $291,904 - $350,438
1,446 Added 14.46%
11,446 $2.68 Million
Q2 2024

Aug 01, 2024

SELL
$203.34 - $230.89 $66,085 - $75,039
-325 Reduced 3.15%
10,000 $2.03 Million
Q1 2024

May 06, 2024

SELL
$191.3 - $230.14 $98,136 - $118,061
-513 Reduced 4.73%
10,325 $2.38 Million
Q4 2023

Jan 29, 2024

BUY
$157.92 - $190.49 $37,900 - $45,717
240 Added 2.26%
10,838 $2.06 Million
Q3 2023

Nov 08, 2023

BUY
$159.89 - $174.87 $378,619 - $414,092
2,368 Added 28.77%
10,598 $1.73 Million
Q2 2023

Aug 09, 2023

BUY
$168.37 - $183.75 $381,189 - $416,010
2,264 Added 37.95%
8,230 $1.43 Million
Q1 2023

May 08, 2023

BUY
$163.86 - $193.88 $800,947 - $947,685
4,888 Added 453.43%
5,966 $1.02 Million
Q4 2022

Feb 14, 2023

BUY
$156.88 - $190.43 $169,116 - $205,283
1,078 New
1,078 $202,000
Q2 2022

Aug 09, 2022

BUY
$159.77 - $185.64 $211,695 - $245,972
1,325 New
1,325 $224,000

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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.