A detailed history of Plante Moran Financial Advisors, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,023 shares of TRV stock, worth $519,688. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,023
Previous 2,009 0.7%
Holding current value
$519,688
Previous $408,000 15.93%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 30, 2024

BUY
$201.87 - $242.35 $2,826 - $3,392
14 Added 0.7%
2,023 $473,000
Q2 2024

Aug 12, 2024

SELL
$203.34 - $230.89 $4,270 - $4,848
-21 Reduced 1.03%
2,009 $408,000
Q1 2024

May 09, 2024

BUY
$191.3 - $230.14 $4,017 - $4,832
21 Added 1.05%
2,030 $467,000
Q1 2023

May 08, 2023

SELL
$163.86 - $193.88 $38,343 - $45,367
-234 Reduced 10.43%
2,009 $344,000
Q4 2022

Feb 09, 2023

BUY
$156.88 - $190.43 $38,121 - $46,274
243 Added 12.15%
2,243 $420,000
Q3 2022

Nov 02, 2022

SELL
$150.6 - $174.11 $6,024 - $6,964
-40 Reduced 1.96%
2,000 $306,000
Q2 2022

Aug 02, 2022

BUY
$159.77 - $185.64 $325,771 - $378,519
2,039 Added 203900.0%
2,040 $345,000
Q1 2022

May 06, 2022

SELL
$155.75 - $187.75 $186,121 - $224,361
-1,195 Reduced 99.92%
1 $0
Q4 2021

Feb 09, 2022

SELL
$145.48 - $162.37 $54,264 - $60,564
-373 Reduced 23.77%
1,196 $187,000
Q3 2021

Nov 08, 2021

SELL
$146.82 - $162.58 $88,092 - $97,548
-600 Reduced 27.66%
1,569 $238,000
Q2 2021

Aug 10, 2021

BUY
$144.76 - $161.67 $86,856 - $97,001
600 Added 38.24%
2,169 $325,000
Q1 2021

May 13, 2021

SELL
$134.53 - $157.92 $106,951 - $125,546
-795 Reduced 33.63%
1,569 $236,000
Q4 2020

Feb 09, 2021

BUY
$107.81 - $140.37 $247,963 - $322,851
2,300 Added 3593.75%
2,364 $332,000
Q2 2020

Aug 10, 2020

SELL
$89.86 - $128.0 $14,108 - $20,096
-157 Reduced 71.04%
64 $7,000
Q1 2020

May 07, 2020

BUY
$81.69 - $141.34 $12,825 - $22,190
157 Added 245.31%
221 $22,000
Q4 2019

Feb 14, 2020

BUY
$128.93 - $145.55 $8,251 - $9,315
64 New
64 $9,000
Q4 2018

Jan 29, 2019

SELL
$112.63 - $131.66 $2,815 - $3,291
-25 Closed
0 $0
Q3 2018

Nov 09, 2018

SELL
$122.39 - $134.44 $34,881 - $38,315
-285 Reduced 91.94%
25 $3,000
Q2 2018

Jul 26, 2018

BUY
$121.34 - $139.29 $21,598 - $24,793
178 Added 134.85%
310 $38,000
Q3 2017

Nov 08, 2017

BUY
$115.18 - $130.15 $15,203 - $17,179
132
132 $16,000

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 $60.2B
  • 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 Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.