A detailed history of Wealthcare Advisory Partners LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 1,335 shares of TRV stock, worth $350,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,335
Previous 1,514 11.82%
Holding current value
$350,397
Previous $307,000 1.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

SELL
$201.87 - $242.35 $36,134 - $43,380
-179 Reduced 11.82%
1,335 $312,000
Q2 2024

Aug 09, 2024

BUY
$203.34 - $230.89 $20,740 - $23,550
102 Added 7.22%
1,514 $307,000
Q1 2024

Apr 15, 2024

BUY
$191.3 - $230.14 $31,564 - $37,973
165 Added 13.23%
1,412 $324,000
Q4 2023

Feb 06, 2024

BUY
$157.92 - $190.49 $473 - $571
3 Added 0.24%
1,247 $237,000
Q3 2023

Oct 12, 2023

BUY
$159.89 - $174.87 $2,398 - $2,623
15 Added 1.22%
1,244 $203,000
Q2 2023

Jul 17, 2023

BUY
$168.37 - $183.75 $206,926 - $225,828
1,229 New
1,229 $213,000
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $183,706 - $222,993
1,171 New
1,171 $219,000
Q2 2021

Aug 16, 2021

SELL
$144.76 - $161.67 $73,248 - $81,805
-506 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$134.53 - $157.92 $68,072 - $79,907
506 New
506 $76,000
Q2 2020

Jul 29, 2020

SELL
$89.86 - $128.0 $12,400 - $17,664
-138 Closed
0 $0
Q1 2020

Apr 29, 2020

SELL
$81.69 - $141.34 $6,453 - $11,165
-79 Reduced 36.41%
138 $14,000
Q3 2019

Oct 17, 2019

SELL
$143.48 - $154.83 $6,169 - $6,657
-43 Reduced 16.54%
217 $32,000
Q1 2019

May 13, 2019

BUY
$115.26 - $137.16 $1,498 - $1,783
13 Added 5.26%
260 $36,000
Q4 2018

Feb 14, 2019

SELL
$112.63 - $131.66 $8,785 - $10,269
-78 Reduced 24.0%
247 $30,000
Q2 2018

Aug 14, 2018

BUY
$121.34 - $139.29 $18,929 - $21,729
156 Added 92.31%
325 $40,000
Q1 2018

May 15, 2018

SELL
$131.45 - $150.0 $54,157 - $61,800
-412 Reduced 70.91%
169 $24,000
Q4 2017

Feb 14, 2018

BUY
$123.32 - $136.36 $16,648 - $18,408
135 Added 30.27%
581 $79,000
Q3 2017

Nov 15, 2017

BUY
$115.18 - $130.15 $51,370 - $58,046
446
446 $55,000

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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.