A detailed history of Sugarloaf Wealth Management, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,621 shares of TRV stock, worth $697,290. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,621
Previous 2,621 -0.0%
Holding current value
$697,290
Previous $532,000 15.23%
% of portfolio
0.12%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023

SELL
$156.88 - $190.43 $156 - $190
-1 Reduced 0.04%
2,621 $491,000
Q3 2022

Oct 11, 2022

BUY
$150.6 - $174.11 $394,873 - $456,516
2,622 New
2,622 $402,000
Q1 2022

Apr 25, 2022

SELL
$155.75 - $187.75 $155 - $187
-1 Reduced 0.04%
2,621 $479,000
Q4 2021

Jan 20, 2022

BUY
$145.48 - $162.37 $872 - $974
6 Added 0.23%
2,622 $410,000
Q3 2021

Oct 20, 2021

BUY
$146.82 - $162.58 $166,200 - $184,040
1,132 Added 76.28%
2,616 $398,000
Q2 2021

Jul 20, 2021

BUY
$144.76 - $161.67 $1,013 - $1,131
7 Added 0.47%
1,484 $222,000
Q1 2021

Apr 19, 2021

BUY
$134.53 - $157.92 $672 - $789
5 Added 0.34%
1,477 $222,000
Q4 2020

Feb 03, 2021

SELL
$107.81 - $140.37 $104,467 - $136,018
-969 Reduced 39.7%
1,472 $207,000
Q3 2020

Nov 03, 2020

SELL
$107.44 - $122.24 $838,032 - $953,472
-7,800 Reduced 76.16%
2,441 $264,000
Q4 2019

Jan 29, 2020

BUY
$128.93 - $145.55 $1.32 Million - $1.49 Million
10,241 New
10,241 $1.4 Million

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 $62.3B
  • 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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