A detailed history of Wealth Effects LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 1,306 shares of TRV stock, worth $347,448. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,306
Previous 1,306 -0.0%
Holding current value
$347,448
Previous $265,000 15.09%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Aug 02, 2024

SELL
$203.34 - $230.89 $3,050 - $3,463
-15 Reduced 1.14%
1,306 $265,000
Q1 2024

Apr 22, 2024

SELL
$191.3 - $230.14 $9,373 - $11,276
-49 Reduced 3.58%
1,321 $304,000
Q4 2023

Jan 29, 2024

BUY
$157.92 - $190.49 $157 - $190
1 Added 0.07%
1,370 $260,000
Q3 2023

Oct 16, 2023

SELL
$159.89 - $174.87 $7,834 - $8,568
-49 Reduced 3.46%
1,369 $223,000
Q2 2023

Jul 18, 2023

SELL
$168.37 - $183.75 $13,637 - $14,883
-81 Reduced 5.4%
1,418 $246,000
Q1 2023

May 04, 2023

BUY
$163.86 - $193.88 $163 - $193
1 Added 0.07%
1,499 $256,000
Q4 2022

Feb 02, 2023

SELL
$156.88 - $190.43 $20,708 - $25,136
-132 Reduced 8.1%
1,498 $280,000
Q3 2022

Nov 14, 2022

BUY
$150.6 - $174.11 $150 - $174
1 Added 0.06%
1,630 $250,000
Q1 2022

May 16, 2022

BUY
$155.75 - $187.75 $155 - $187
1 Added 0.06%
1,629 $298,000
Q4 2021

Feb 09, 2022

BUY
$145.48 - $162.37 $236,841 - $264,338
1,628 New
1,628 $255,000

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 $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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