A detailed history of Soa Wealth Advisors, Llc. transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 72 shares of TRV stock, worth $18,496. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Previous 72 -0.0%
Holding current value
$18,496
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

SELL
$157.92 - $190.49 $157 - $190
-1 Reduced 1.37%
72 $13,000
Q3 2023

Oct 10, 2023

BUY
$159.89 - $174.87 $159 - $174
1 Added 1.39%
73 $11,000
Q2 2023

Jul 07, 2023

SELL
$168.37 - $183.75 $3,199 - $3,491
-19 Reduced 20.88%
72 $12,000
Q2 2022

Jul 13, 2022

SELL
$159.77 - $185.64 $6,550 - $7,611
-41 Reduced 31.06%
91 $15,000
Q4 2021

Jan 13, 2022

BUY
$145.48 - $162.37 $2,764 - $3,085
19 Added 16.81%
132 $20,000
Q3 2021

Oct 12, 2021

BUY
$146.82 - $162.58 $2,789 - $3,089
19 Added 20.21%
113 $17,000
Q2 2021

Jul 14, 2021

BUY
$144.76 - $161.67 $1,737 - $1,940
12 Added 14.63%
94 $14,000
Q1 2021

Apr 26, 2021

SELL
$134.53 - $157.92 $1,614 - $1,895
-12 Reduced 12.77%
82 $12,000
Q4 2020

Mar 10, 2021

BUY
$107.81 - $140.37 $10,134 - $13,194
94 New
94 $13,000

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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.