Wealth Enhancement & Preservation Of Ga, LLC Travelers Companies, Inc. Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 02, 2021	SELL	$107.81 - $140.37 $670,793 - $873,382	-6,222 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$107.44 - $122.24 $172,011 - $195,706	1,601 Added 34.65%	6,222 $666,000
Q2 2020 Sep 08, 2020	SELL	$89.86 - $128.0 $171,902 - $244,864	-1,913 Reduced 29.28%	4,621 $508,000
Q1 2020 Apr 27, 2020	SELL	$81.69 - $141.34 $382,390 - $661,612	-4,681 Reduced 41.74%	6,534 $603,000
Q4 2019 Feb 27, 2020	BUY	$128.93 - $145.55 $1.45 Million - $1.63 Million	11,215 New	11,215 $1.54 Million

Others Institutions Holding TRV

# of Institutions

1,585

Shares Held

174M

Call Options Held

447K

Put Options Held

732K

Vanguard Group Inc Valley Forge, PA

21.5M
Shares

$5.52 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

20.2M
Shares

$5.18 Billion
0.09% of portfolio
State Street Corp Boston, MA

15.4M
Shares

$3.96 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

11.7M
Shares

$3 Billion
0.22% of portfolio
Massachusetts Financial Services CO Boston, MA

6.77M
Shares

$1.74 Billion
0.5% of portfolio

View Full List

About TRAVELERS COMPANIES, INC.

Ticker TRV
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 234,348,000
Market Cap $60.2B
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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