Phillips Financial Management, LLC Travelers Companies, Inc. Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,056 shares of TRV stock, worth $283,662. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,056
Previous 1,027
2.82%
Holding current value
$283,662
Previous $274,000
7.3%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding TRV
# of Institutions
1,840Shares Held
176MCall Options Held
516KPut Options Held
471K-
Vanguard Group Inc Valley Forge, PA22MShares$5.92 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY20.2MShares$5.42 Billion0.09% of portfolio
-
State Street Corp Boston, MA15.6MShares$4.2 Billion0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY6.88MShares$1.85 Billion0.14% of portfolio
-
Geode Capital Management, LLC Boston, MA5.54MShares$1.49 Billion0.11% of portfolio
About TRAVELERS COMPANIES, INC.
- Ticker TRV
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 234,348,000
- Market Cap $63B
- 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 ...