A detailed history of True Wealth Design, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 414 shares of TRV stock, worth $111,208. This represents 0.04% of its overall portfolio holdings.

Number of Shares
414
Previous 232 78.45%
Holding current value
$111,208
Previous $62.2 Million 86.11%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$250.62 - $279.43 $45,612 - $50,856
182 Added 78.45%
414 $116 Million
Q2 2025

Aug 06, 2025

BUY
$233.83 - $276.34 $14,731 - $17,409
63 Added 37.28%
232 $62.2 Million
Q1 2025

May 13, 2025

BUY
$232.43 - $265.13 $11,156 - $12,726
48 Added 39.67%
169 $44.8 Million
Q4 2024

Feb 14, 2025

SELL
$225.97 - $266.66 $11,976 - $14,132
-53 Reduced 30.46%
121 $29.2 Million
Q3 2024

Nov 14, 2024

BUY
$201.87 - $242.35 $35,125 - $42,168
174 New
174 $40.7 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 $63B
  • 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.