A detailed history of Wealth Architects, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wealth Architects, LLC holds 1,223 shares of TRV stock, worth $321,000. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,223
Previous 1,213 0.82%
Holding current value
$321,000
Previous $246,000 16.26%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024

BUY
$201.87 - $242.35 $2,018 - $2,423
10 Added 0.82%
1,223 $286,000
Q2 2024

Aug 08, 2024

BUY
$203.34 - $230.89 $3,050 - $3,463
15 Added 1.25%
1,213 $246,000
Q1 2024

May 13, 2024

BUY
$191.3 - $230.14 $765 - $920
4 Added 0.34%
1,198 $275,000
Q4 2023

Feb 14, 2024

SELL
$157.92 - $190.49 $4,895 - $5,905
-31 Reduced 2.53%
1,194 $227,000
Q3 2023

Nov 09, 2023

BUY
$159.89 - $174.87 $3,197 - $3,497
20 Added 1.66%
1,225 $200,000
Q2 2023

Aug 02, 2023

SELL
$168.37 - $183.75 $1,010 - $1,102
-6 Reduced 0.5%
1,205 $209,000
Q4 2022

Feb 09, 2023

BUY
$156.88 - $190.43 $189,981 - $230,610
1,211 New
1,211 $227,000
Q2 2022

Jul 29, 2022

BUY
$159.77 - $185.64 $5,911 - $6,868
37 Added 3.16%
1,209 $204,000
Q1 2022

May 17, 2022

BUY
$155.75 - $187.75 $182,539 - $220,043
1,172 New
1,172 $214,000

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 $61.5B
  • 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 Wealth Architects, LLC Portfolio

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

News

Stay updated on Wealth Architects, LLC with notifications on news.