A detailed history of Ridgecrest Wealth Partners, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,065 shares of TRV stock, worth $542,000. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,065
Previous 2,065 -0.0%
Holding current value
$542,000
Previous $419,000 15.27%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Aug 05, 2024

SELL
$203.34 - $230.89 $203 - $230
-1 Reduced 0.05%
2,065 $419,000
Q1 2024

Apr 17, 2024

BUY
$191.3 - $230.14 $191 - $230
1 Added 0.05%
2,066 $475,000
Q3 2023

Oct 25, 2023

BUY
$159.89 - $174.87 $330,172 - $361,106
2,065 New
2,065 $337,000
Q4 2022

Jan 26, 2023

BUY
$156.88 - $190.43 $323,957 - $393,237
2,065 New
2,065 $0
Q2 2022

Jul 29, 2022

SELL
$159.77 - $185.64 $331,842 - $385,574
-2,077 Closed
0 $0
Q1 2022

Apr 26, 2022

BUY
$155.75 - $187.75 $38,937 - $46,937
250 Added 13.68%
2,077 $380,000
Q3 2021

Nov 03, 2021

BUY
$146.82 - $162.58 $5,285 - $5,852
36 Added 2.01%
1,827 $278,000
Q2 2021

Jul 21, 2021

BUY
$144.76 - $161.67 $1,737 - $1,940
12 Added 0.67%
1,791 $268,000
Q1 2021

May 19, 2021

BUY
$134.53 - $157.92 $239,328 - $280,939
1,779 New
1,779 $268,000

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 $61.5B
  • 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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