A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,076 shares of TRV stock, worth $255,636. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,076
Previous 1,074 0.19%
Holding current value
$255,636
Previous $247,000 11.74%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 09, 2024

BUY
$203.34 - $230.89 $406 - $461
2 Added 0.19%
1,076 $218,000
Q1 2024

May 09, 2024

SELL
$191.3 - $230.14 $382 - $460
-2 Reduced 0.19%
1,074 $247,000
Q4 2023

Feb 07, 2024

BUY
$157.92 - $190.49 $169,921 - $204,967
1,076 New
1,076 $204,000
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $170,057 - $206,426
1,084 New
1,084 $203,000
Q1 2021

Apr 29, 2021

SELL
$134.53 - $157.92 $89,596 - $105,174
-666 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$107.81 - $140.37 $71,801 - $93,486
666 New
666 $94,000

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 $55.7B
  • 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 Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. 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 Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.