A detailed history of United Capital Financial Advisers, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 10,042 shares of TRV stock, worth $2.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,042
Previous 8,536 17.64%
Holding current value
$2.53 Million
Previous $1.96 Million 3.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2024

BUY
$203.34 - $230.89 $306,230 - $347,720
1,506 Added 17.64%
10,042 $2.04 Million
Q1 2024

May 15, 2024

BUY
$191.3 - $230.14 $20,660 - $24,855
108 Added 1.28%
8,536 $1.96 Million
Q4 2023

Feb 14, 2024

BUY
$157.92 - $190.49 $639,891 - $771,865
4,052 Added 92.6%
8,428 $1.61 Million
Q3 2023

Nov 14, 2023

SELL
$159.89 - $174.87 $116,559 - $127,480
-729 Reduced 14.28%
4,376 $714,000
Q2 2023

Aug 14, 2023

SELL
$168.37 - $183.75 $186,048 - $203,043
-1,105 Reduced 17.79%
5,105 $886,000
Q1 2023

Aug 14, 2023

BUY
$163.86 - $193.88 $181,065 - $214,237
1,105 Added 21.65%
6,210 $1.06 Million
Q1 2023

May 15, 2023

SELL
$163.86 - $193.88 $225,635 - $266,972
-1,377 Reduced 18.15%
6,210 $1.06 Million
Q4 2022

Feb 14, 2023

SELL
$156.88 - $190.43 $408,201 - $495,498
-2,602 Reduced 25.54%
7,587 $1.42 Million
Q3 2022

Nov 14, 2022

BUY
$150.6 - $174.11 $202,255 - $233,829
1,343 Added 15.18%
10,189 $1.56 Million
Q2 2022

Aug 11, 2022

SELL
$159.77 - $185.64 $116,632 - $135,517
-730 Reduced 7.62%
8,846 $1.5 Million
Q1 2022

May 16, 2022

BUY
$155.75 - $187.75 $101,549 - $122,413
652 Added 7.31%
9,576 $1.75 Million
Q4 2021

Feb 14, 2022

SELL
$145.48 - $162.37 $16,875 - $18,834
-116 Reduced 1.28%
8,924 $1.4 Million
Q3 2021

Nov 15, 2021

SELL
$146.82 - $162.58 $312,579 - $346,132
-2,129 Reduced 19.06%
9,040 $1.37 Million
Q2 2021

Aug 13, 2021

SELL
$144.76 - $161.67 $73,393 - $81,966
-507 Reduced 4.34%
11,169 $1.67 Million
Q1 2021

May 14, 2021

SELL
$134.53 - $157.92 $192,916 - $226,457
-1,434 Reduced 10.94%
11,676 $1.76 Million
Q4 2020

Feb 17, 2021

SELL
$107.81 - $140.37 $461,426 - $600,783
-4,280 Reduced 24.61%
13,110 $1.84 Million
Q3 2020

Nov 13, 2020

SELL
$107.44 - $122.24 $311,683 - $354,618
-2,901 Reduced 14.3%
17,390 $1.88 Million
Q2 2020

Aug 13, 2020

SELL
$89.86 - $128.0 $126,433 - $180,096
-1,407 Reduced 6.48%
20,291 $2.31 Million
Q1 2020

May 15, 2020

SELL
$81.69 - $141.34 $1.11 Million - $1.93 Million
-13,632 Reduced 38.58%
21,698 $2.16 Million
Q4 2019

Feb 14, 2020

BUY
$128.93 - $145.55 $530,031 - $598,356
4,111 Added 13.17%
35,330 $4.84 Million
Q3 2019

Nov 14, 2019

SELL
$143.48 - $154.83 $3.21 Million - $3.46 Million
-22,362 Reduced 41.73%
31,219 $4.64 Million
Q2 2019

Aug 13, 2019

BUY
$135.19 - $153.13 $2.39 Million - $2.71 Million
17,674 Added 49.22%
53,581 $8.01 Million
Q1 2019

May 14, 2019

SELL
$115.26 - $137.16 $882,430 - $1.05 Million
-7,656 Reduced 17.57%
35,907 $4.93 Million
Q4 2018

Feb 14, 2019

SELL
$112.63 - $131.66 $10.2 Million - $11.9 Million
-90,382 Reduced 67.48%
43,563 $5.22 Million
Q3 2018

Nov 14, 2018

BUY
$122.39 - $134.44 $565,441 - $621,112
4,620 Added 3.57%
133,945 $17.4 Million
Q2 2018

Aug 14, 2018

BUY
$121.34 - $139.29 $702,679 - $806,628
5,791 Added 4.69%
129,325 $15.8 Million
Q1 2018

May 15, 2018

SELL
$131.45 - $150.0 $301,414 - $343,950
-2,293 Reduced 1.82%
123,534 $17.1 Million
Q4 2017

Feb 13, 2018

SELL
$123.32 - $136.36 $71,278 - $78,816
-578 Reduced 0.46%
125,827 $17.1 Million
Q3 2017

Nov 14, 2017

SELL
$115.18 - $130.15 $536,508 - $606,238
-4,658 Reduced 3.55%
126,405 $15.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
131,063
131,063 $16.6 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 $59.1B
  • 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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