A detailed history of Wealthsource Partners, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,963 shares of TRV stock, worth $965,901. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,963
Previous 4,078 2.82%
Holding current value
$965,901
Previous $665,000 13.38%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$157.92 - $190.49 $18,160 - $21,906
-115 Reduced 2.82%
3,963 $754,000
Q3 2023

Nov 09, 2023

SELL
$159.89 - $174.87 $24,942 - $27,279
-156 Reduced 3.68%
4,078 $665,000
Q2 2023

Aug 14, 2023

SELL
$168.37 - $183.75 $17,510 - $19,110
-104 Reduced 2.4%
4,234 $735,000
Q1 2023

May 15, 2023

SELL
$163.86 - $193.88 $39,490 - $46,725
-241 Reduced 5.26%
4,338 $743,000
Q4 2022

Feb 09, 2023

SELL
$156.88 - $190.43 $56,633 - $68,745
-361 Reduced 7.31%
4,579 $858,000
Q3 2022

Nov 14, 2022

BUY
$150.6 - $174.11 $82,227 - $95,064
546 Added 12.43%
4,940 $757,000
Q2 2022

Aug 10, 2022

SELL
$159.77 - $185.64 $487,777 - $566,758
-3,053 Reduced 41.0%
4,394 $743,000
Q1 2022

May 09, 2022

BUY
$155.75 - $187.75 $1.16 Million - $1.4 Million
7,447 New
7,447 $1.36 Million
Q1 2018

Apr 16, 2018

SELL
$131.45 - $150.0 $196,912 - $224,700
-1,498 Closed
0 $0
Q4 2017

Feb 16, 2018

BUY
$123.32 - $136.36 $184,733 - $204,267
1,498
1,498 $203,000

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 $57.1B
  • 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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