A detailed history of Wealthspan Partners, LLC transactions in Travelers Companies, Inc. stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,161 shares of TRV stock, worth $302,800. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,161
Previous 1,163 0.17%
Holding current value
$302,800
Previous $236,000 14.83%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 04, 2024

SELL
$201.87 - $242.35 $403 - $484
-2 Reduced 0.17%
1,161 $271,000
Q2 2024

Jul 19, 2024

SELL
$203.34 - $230.89 $4,066 - $4,617
-20 Reduced 1.69%
1,163 $236,000
Q1 2024

Apr 29, 2024

BUY
$191.3 - $230.14 $3,826 - $4,602
20 Added 1.72%
1,183 $272,000
Q4 2023

Jan 29, 2024

BUY
$157.92 - $190.49 $183,660 - $221,539
1,163 New
1,163 $221,000
Q2 2023

Aug 08, 2023

BUY
$168.37 - $183.75 $195,814 - $213,701
1,163 New
1,163 $201,000
Q4 2022

Feb 13, 2023

BUY
$156.88 - $190.43 $182,765 - $221,850
1,165 New
1,165 $218,000
Q2 2022

Aug 11, 2022

SELL
$159.77 - $185.64 $186,132 - $216,270
-1,165 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$155.75 - $187.75 $181,448 - $218,728
1,165 New
1,165 $213,000

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 $61.1B
  • 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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