A detailed history of Robertson Stephens Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,638 shares of TRV stock, worth $392,710. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,638
Previous 1,984 17.44%
Holding current value
$392,710
Previous $456,000 26.97%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

SELL
$203.34 - $230.89 $70,355 - $79,887
-346 Reduced 17.44%
1,638 $333,000
Q1 2024

May 15, 2024

SELL
$191.3 - $230.14 $191 - $230
-1 Reduced 0.05%
1,984 $456,000
Q4 2023

Feb 06, 2024

BUY
$157.92 - $190.49 $12,475 - $15,048
79 Added 4.14%
1,985 $378,000
Q3 2023

Nov 13, 2023

BUY
$159.89 - $174.87 $99,291 - $108,594
621 Added 48.33%
1,906 $311,000
Q2 2023

Aug 11, 2023

SELL
$168.37 - $183.75 $21,214 - $23,152
-126 Reduced 8.93%
1,285 $223,000
Q1 2023

May 11, 2023

BUY
$163.86 - $193.88 $30,641 - $36,255
187 Added 15.28%
1,411 $241,000
Q4 2022

Feb 14, 2023

SELL
$156.88 - $190.43 $38,592 - $46,845
-246 Reduced 16.73%
1,224 $229,000
Q3 2022

Nov 14, 2022

SELL
$150.6 - $174.11 $29,517 - $34,125
-196 Reduced 11.76%
1,470 $225,000
Q1 2022

May 16, 2022

SELL
$155.75 - $187.75 $2,492 - $3,004
-16 Reduced 0.95%
1,666 $304,000
Q4 2021

Feb 14, 2022

BUY
$145.48 - $162.37 $244,697 - $273,106
1,682 New
1,682 $263,000
Q2 2021

Aug 17, 2021

SELL
$144.76 - $161.67 $403,590 - $450,735
-2,788 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$134.53 - $157.92 $375,069 - $440,280
2,788 New
2,788 $419,000

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 $56.2B
  • 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
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