A detailed history of Sky Oak Wealth, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,715 shares of TRV stock, worth $698,270. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,715
Previous 2,727 0.44%
Holding current value
$698,270
Previous $554,000 14.62%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 04, 2024

SELL
$201.87 - $242.35 $2,422 - $2,908
-12 Reduced 0.44%
2,715 $635,000
Q4 2023

Jan 12, 2024

SELL
$157.92 - $190.49 $14,686 - $17,715
-93 Reduced 3.3%
2,727 $519,000
Q3 2023

Oct 24, 2023

SELL
$159.89 - $174.87 $30,538 - $33,400
-191 Reduced 6.34%
2,820 $460,000
Q1 2022

Apr 18, 2022

SELL
$155.75 - $187.75 $11,837 - $14,269
-76 Reduced 2.46%
3,011 $550,000
Q4 2021

Jan 24, 2022

BUY
$145.48 - $162.37 $14,257 - $15,912
98 Added 3.28%
3,087 $483,000
Q3 2021

Oct 21, 2021

BUY
$146.82 - $162.58 $8,368 - $9,267
57 Added 1.94%
2,989 $454,000
Q2 2021

Jul 19, 2021

BUY
$144.76 - $161.67 $23,016 - $25,705
159 Added 5.73%
2,932 $439,000
Q3 2020

Nov 03, 2020

BUY
$107.44 - $122.24 $7,843 - $8,923
73 Added 2.7%
2,773 $300,000
Q4 2019

Feb 04, 2020

BUY
$128.93 - $145.55 $348,111 - $392,985
2,700 New
2,700 $370,000

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 $60.3B
  • 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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